As a Wealth Planner, Dee provides financial planning and technical support to high-net-worth clients. Prior to joining the firm in 2024, Dee held positions as a Wealth Advisor with Capasso Planning Partners and Associate Wealth Advisor at Buckingham Strategic Wealth. He earned Bachelor of Science degrees in Finance and Psychology from Old Dominion University and obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning. Outside of the office, he enjoys traveling, spending time with friends & family and rooting for the Philadelphia Eagles.
