Dean Johns, Cpa, Cfp® Email and Phone Number
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Dean Johns, Cpa, Cfp® is a Senior Wealth Advisor at Concentric Wealth Management llc.
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Senior Wealth AdvisorConcentric Wealth Management Llc May 2024 - PresentCincinnati, Ohio, United States -
President Of Parents Association & Member Of Board Of TrusteesCincinnati Country Day School Jun 2021 - May 2024Cincinnati, Ohio, United States -
Executive Vice President & Director Of Financial Planning9258 Wealth Management Feb 2019 - May 20244420 Cooper Rd. Suite 100, Cincinnati, Ohio 45242
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PrincipalJohn D. Dovich & Associates, Llc Aug 2012 - Jan 2019Cincinnati, Ohio AreaPrincipal of fee based financial planning and wealth management business that was founded in 1987. Our mission is to provide strategic life planning and ensure your financial success. Our clients include professionals/executives (including CPAs, attorneys, and physicians/dentists), privately held small to mid size business owners, and other high net worth individuals/families.
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Executive Director - National Partner MattersGrant Thornton Llp Jan 2004 - Mar 2012Cincinnati, Ohio AreaResponsible for all partnership related matters for 550+ partnership including the admission/promotion of partners, partner compensation/performance, benefits, retirement plans and the retirement/withdrawal of partners. Worked collaboratively with finance team on financial modeling/forecasting and budgeting of partners as well as individual partner metrics that were an integral part of the partner performance/compensation process. Worked very closely with senior leadership, partnership board, national/regional and office leadership. Frequent presenter to senior leadership and partnership board. -
Director Of Tax OperationsGrant Thornton Llp May 2000 - Dec 2003Greater Minneapolis-St. Paul Area And Vienna, VaReported directly to National Managing Partner of Tax Services and provided financial and operational leadership for US tax practice. Streamlined the compliance process across 40+ geographies, implemented a staffing/scheduling and tax compliance tracking system across the US practice, and led the complete revision of the tax manual and internal practice review processes. Coordinated the financial analysis (specific emphasis on receivables collection) and budgeting processes for national tax consulting practices. -
Senior ManagerErnst & Young Feb 1997 - Apr 2000Greater San Diego AreaProvided tax compliance and consulting services to corporations and high net worth individuals. Leader of the local tax compliance practice. -
Tax ManagerCowles Media Aug 1996 - Jan 1997Greater Minneapolis-St. Paul AreaManaged all tax compliance aspects for a $500m publisher (Star Tribune newspaper).
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Tax SupervisorGrant Thornton Llp Oct 1991 - Jul 1996Greater Minneapolis-St. Paul AreaProvided tax compliance and consulting services to corporations and high net worth individuals.
Dean Johns, Cpa, Cfp® Education Details
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Accounting
Frequently Asked Questions about Dean Johns, Cpa, Cfp®
What company does Dean Johns, Cpa, Cfp® work for?
Dean Johns, Cpa, Cfp® works for Concentric Wealth Management Llc
What is Dean Johns, Cpa, Cfp®'s role at the current company?
Dean Johns, Cpa, Cfp®'s current role is Senior Wealth Advisor.
What is Dean Johns, Cpa, Cfp®'s email address?
Dean Johns, Cpa, Cfp®'s email address is de****@****ich.com
What is Dean Johns, Cpa, Cfp®'s direct phone number?
Dean Johns, Cpa, Cfp®'s direct phone number is +151337*****
What schools did Dean Johns, Cpa, Cfp® attend?
Dean Johns, Cpa, Cfp® attended University Of Minnesota, Minnesota State University, Mankato.
What are some of Dean Johns, Cpa, Cfp®'s interests?
Dean Johns, Cpa, Cfp® has interest in Golf, Baseball (Twins And Reds).
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