Dean Cox brings 11 years of experience in the finance industry and another 16 years in the insurance industry, including leadership roles at Nationwide Insurance, where he led an $800 million Profit and Loss division. For the past 11 years, he has partnered with SA3 Wealth, focusing on retirement plans, individual wealth management, and financial planning.
Dean takes a relationship-first approach, combining investment education with personalized strategies to help clients make confident financial decisions. He is a Certified Plan Fiduciary Advisor (CPFA) and earned his MBA while working full time—reflecting his lifelong commitment to learning and growth.
Dean lives in Ankeny, Iowa with his wife, Kristi. They have two children, Maddy and Jeff, and love spending time near the water—especially in Maui.