Adam Dean

Hello there 👋🏼 I’m Adam a dedicated family man that is deeply involved in my community. I’m bilingual in English and Spanish and I enjoy connecting with my clients on a personal level, aiming to be seen as a friend rather than just a financial advisor. 

I focus on a behavioral wealth management approach to investing, crafting customized strategies that align with my clients' objectives, requirements, character, and principles. By emphasizing individualized solutions, we mitigate emotional influences that can lead to poor decisions to help them reach their goals.

ADAM'S TEAM:

Helen Zheng

Michael McCarthy CFP®

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Sergeant Bluff, IA

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How Adam works with clients
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“I tailor my clients strategies to their specific needs, making our journey together a fun process as we build our relationship.”

Learn more about Adam

Adam’s published work

How to Plan for Education Expenses: A Comprehensive Guide
By
Adam Dean
|
November 8, 2024
The Money: Understanding Capital and Returns
By
Adam Dean
|
October 16, 2024
The Investor: Who You Are Matters
By
Adam Dean
|
September 16, 2024
Financial Advisor Insights
The Investor: Who You Are Matters
By
Adam Dean
|
September 16, 2024

How can I help?

Succession Planning

ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.

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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Estate & Trust Planning

PRESERVATION OF YOUR LEGACY

We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible to help ensure the security and preservation of a client's legacy for future generations.

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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Adam.

Get to know Adam

Adam Dean is a dedicated family man and an accomplished professional with a deep commitment to his community. Married for 16 years, Adam is the proud father of two daughters. Since 2015, he has called Iowa home, where he has become an integral part of the local community.

Adam's academic journey includes a Bachelor's degree in Business Administration from Liberty University and an MBA in Healthcare Management from Western Governors University. His bilingual proficiency in English and Spanish has further enhanced his professional and personal interactions.

An active member of his church, Adam’s community involvement extends to several leadership roles. He serves as a board member for the American Red Cross and the Sioux City Library, contributing his expertise and passion to these vital organizations. Additionally, Adam is a Green Coat Ambassador for the Siouxland Chamber of Commerce, where he was honored as the Ambassador of the Year for 2023-24 in recognition of his outstanding service and dedication.

Beyond his nonprofit and civic engagements, Adam is also a co-owner of an NPSL soccer club, reflecting his enthusiasm for sports and community building. His multifaceted roles and accomplishments underscore his commitment to making a positive impact in all areas of his life.

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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.

Helen Zheng, ChFC®

Senior Client Associate

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Helen has been in the wealth management industry for over eight years. She started her career as an independent producer but moved into holistic financial planning earning her securities licenses and a financial planning designation. She later transitioned to Fidelity's wealth management sector in Silicon Valley where Helen provided support to advisors and clients nationwide. 


Joining Savvy was a deliberate choice for Helen, drawn to the pioneering advancements the company is making in wealth management. She views this evolution as a much-needed transformation in financial services, emphasizing a crucial juncture where efficient technology adoption will set apart wealth management practices in supporting clients.

Helen is an alumna of Loyola University Chicago and holds the prestigious Chartered Financial Consultant® (ChFC®) designation. She calls the San Francisco Bay Area home.

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