The Industry’s Brightest Minds are on Your Side
Dean got his start as a volunteer for the IRS Volunteer Income Tax Assistance (VITA) program, protecting low-income taxpayers from expensive tax mistakes.
As he helped more and more taxpayers as a volunteer, some became successful and asked if they could pay him to do their taxes and advise them on their business tax issues.
He was being asked into business...
At that point with potential clients from VITA waiting for his help, his tax business was born.
Eventually, he became an Enrolled Agent, the highest credential the IRS awards to tax professionals who are considered subject matter experts in taxation.
As he helped his clients with their taxes he also noticed something... his clients were overpaying taxes in their investment accounts.
They were easily correctable mistakes too, like selling stock at the wrong time or not saving enough for retirement.
He also saw his clients unknowingly being overcharged with high management fees and investment holding costs.
He started bringing up these issues during annual tax meetings with them and they agreed something needed to be done.
"Can't you just help us?" they asked.
Now, his clients started asking for his help with their investments...
Initially, he had trouble finding a broker/advisor, since he was unwilling to sell his tax clients the high-cost, low return investment products that they were guiding him to sell.
So instead of selling out on his clients, he started his own firm.
With a client-first attitude, he opened Longhouse Wealth Management.
Dean is a nationally recognized tax and retirement investing expert.
He's been quoted and featured in the Wall Street Journal, Fox News, Reuters, CSMonitor, Investopedia.com and others.
Dean’s career endeavors have had a common thread: helping those who need help in the most delicate, personal matters, like money, and deliver value where the need is great.
He has successfully started and grown a tax business that has helped hundreds of people.
At Longhouse, Dean has assembled infrastructure and service delivery methods that bring our clients sophisticated investment advice and the personalized treatment offered by exclusive wealth management firms, for a fraction of the cost.
Dean brings the same enthusiasm to his philanthropic work.
As a member of the Board of Directors of the St Kilian Volunteer Income Tax Assistance (VITA) Ministry in Mission Viejo, CA he sits on the Grants & Training Committee.
He oversees the development of training programs for volunteers and writes grants for government funding.
As an original, founding member, he has helped the site grow from preparing less than 40 tax returns in the first tax season to hundreds last season,
He is a registered Investment Adviser Representative and holds the Series 7, 63, 66 and SIE securities licenses.
Dean received his B.A. in biology, from the Franciscan University of Steubenville.
He is also a registered tribal member of the St Regis Mohawks of Akwesasne, NY.
John has always been a numbers guy, even considered a "math whiz" from a young age.
Due to his natural talent for math and design he entered into the field of electrical engineering.
His career spanned over 36 years for a well-known defense contractor in El Segundo, CA.
When he retired he was a Senior Principal Scientist Engineer.
He suffered a tremendous setback mid-career in 2002 when he was diagnosed with AML leukemia.
Thankfully he survived and was still able to retire early at 59 1/2 due to his shrewd investment decisions he made during his recovery.
He was able to retire early by becoming a self-taught expert in stocks, bonds, and options.
His increasing knowledge did not go unnoticed either by his friends and family.
They began seeking out his help with their own investment and retirement portfolios.
He toyed with the idea of exiting retirement to help them out, but on his own terms.
He finally decided to enter investment advising once he realized he still had much to give to investors who really did need his help.
At 62 years old, he successfully passed, on his first attempt, the Series 65 Investment Adviser Representative Exam.
He then joined Longhouse Wealth Management as the Chief Investment Officer.
With his client-first attitude, he takes his fiduciary duty and responsibility for his clients very seriously.
Longhouse is excited to add his 40+ years of investing experience to the team.
As an author, he contributes to Longhouse Investments' blog, "Live Well, Retire Well."
John is also the author of the popular book: "The Story of a Young Cattle Rancher" a simplified explantion of investing.
He is also a lifelong hockey player and fan.
As the head coach of the Bay Harbor Red Wings 13-14 year old Bantam A hockey team, he won back-to-back CA State Championships.
His teams also played in tournaments throughout the US and Canada.
He is a registered Investment Adviser Representative and holds the Series 65 securities license.
John received his B.S. in Electrical Engineering, from the California State University, Long Beach.
Back-to-back California State Champions, John and Dean(far right)
Longhouse clients maintain full control of their own investment accounts at Interactive Brokers.
Your money will be held there.
We never have control over it, only how it is invested.
This special institutional relationship allows Longhouse to:
- manage our client portfolios on a highly secure brokerage platform,
- offer some of the lowest-cost trading commissions, and
- bring tight controls and independent oversight to client securities and cash.
Insurance For Your Account
"Customer securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC's excess SIPC policy with certain underwriters at Lloyd's of London for up to an additional $30 million (with a cash sublimit of $900,000) subject to an aggregate limit of $150 million.
Futures and options on futures are not covered. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities." -from Interactive Brokers