Our Team
 Denis York Founder, Financial Advisor
Denis holds Series 6, 7, and 63 securities registrations, as well as a life and health insurance license. He has specialized as a retirement income planner and investment advisor for over 20 years. Denis has taught many classes including the Financial Strategies for Successful Retirement™ and classes specific to the employees of corporations like Verizon and AT&T. Denis leads the office in strategic planning and marketing.
 Dean Baumgartner Co-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 Jefferson Client Services Team Leader
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.
Blueprint Financial, Hanson McClain Retirement Network, and The Securities America companies
are neither endorsed nor retained by AT&T or Verizon.
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