Dean

Licensed Florida 2-20 General Lines (Property & Casualty) Agent, Florida Broker Associate, and former Financial Advisor. 125+ closed residential transactions across high-value coastal, waterfront, and golf club homes in northern Palm Beach County, where homeowners coverage, wind exposure, and insurability decide whether deals close. Proven record of building books of business, converting referrals, and growing assets under management. Combines firsthand knowledge of Florida property risk, construction, and replacement cost with a finance background that makes coverage, premiums, and deductibles easy for clients to understand.

Broker Associate at SERHANT. (2025 – Present)

• Closed $20M+ in residential sales over the last 12 months across Jupiter, Palm Beach Gardens, and surrounding communities.
• Represent buyers and sellers in the $1M–9M segment, including waterfront and golf club properties in PGA National, Admirals Cove, and Lost Tree Village, where homeowners and wind coverage are central to every transaction.
• Manage the full contract-to-close timeline, coordinating with lenders, inspectors, title, and insurance agents to secure binders and keep closings on schedule.
• Grow the business through repeat clients and referrals, the same relationship model that drives P&C retention and cross-sales.

Broker Associate at Douglas Elliman Real Estate (2016 – 2025)

• Closed 100+ residential transactions across luxury resale, new construction, and waterfront homes.
• Earned multiple Elliman sales awards as a consistent top performer against revenue targets.
• Built a network of Realtors, lenders, and title partners that carried into current practice.

Founder at 96 Capital (2010 – 2021)

• Acquired, renovated, and resold distressed and undervalued Florida homes, managing each project from purchase through budget, contractors, and sale.
• Increased resale values by an average of 25% through targeted renovations and marketing.
• Practical knowledge of roof age, wind mitigation, construction type, and replacement cost: the property factors that drive Florida underwriting and premiums.

Financial Advisor at Bank of America Investment Services

Earlier Career

• Managed $87M+ in client assets; won the Sales Leadership Award for $50M in AUM growth in one year.

Financial Advisor at Raymond James Financial

Earlier Career

• Built a $25M book of high-net-worth clients from prospecting and referrals; Rising Star three consecutive years and President’s Club.
• Operated in a regulated, compliance-driven sales environment with suitability, disclosure, and documentation standards that carry directly into insurance.

Bachelor of Business Administration in Finance – Florida Atlantic University