Our Team
 Denis YorkFounder, Financial Advisor
Denis holds Series 6, 7, and 63 securities registrations, as well as a life and health insurance license. He has been in the financial services industry since 1987, serving as a retirement planner and investment advisor. Denis leads the office in strategic planning and marketing.
 Dean BaumgartnerCo-Founder, Registered Principal
Dean holds Series 6, 7, 24 and 63 securities registrations, as well as a life and health insurance license. A graduate of Indiana University with a degree in Finance, Dean has been assisting individuals in addressing their financial needs since 1985. Dean serves as the office principal, providing compliance supervision.
 Kathee JeffersonClient Services Manager
Kathee has been in the financial services industry since 1995, and a part of the Blueprint Financial team since 1998. She holds Series 6 and 63 securities registrations. Kathee handles all aspects of servicing our clients, and is responsible for many accounting and administrative duties as well.
 Jodi HickmanClient Relations Representative
Jodi has been in the financial industry since 1989, and joined Blueprint Financial in 2004. She holds a Series 6 registration. Jodi helps our clients with their life insurance and banking needs and is a part of our client service department. She also coordinates marketing events and workshops.
 Marie MooreClient Services Representative
Marie joined the Blueprint Financial team in 2007. She is a full-time student at Davenport University, and is working to attain her Bachelor’s in Accounting. Marie assists in the client services department and with planning many of the client appreciation events and informational workshops.
|
