Dean Elliott is a seasoned financial advisor with nearly three decades of experience. He founded Pentangle Wealth with a commitment to core values that include integrity, dependability, enthusiasm, initiative, and knowledge. Serving as President and CEO, he specializes in guiding retirees and successful entrepreneurs around the country toward financial security through comprehensive financial planning.
With a steadfast focus on creating financial clarity and security, Dean is dedicated to helping every client navigate their successful financial journey with confidence. As an Eagle Scout and veteran, his journey toward helping others achieve success embodies a strong work ethic and a deep sense of duty and discipline.
Driven by a passion for helping people, he dedicated his career to empowering individuals with financial knowledge and security. After receiving an honorable discharge from the United States Marine Corps, Dean earned a Bachelor of Science in Finance from the University of Houston and is a Certified Plan Fiduciary Advisor. He also holds the Series 7 securities license through LPL Financial, as well as the Group 1 life insurance and annuity license in multiple states.
Beyond his professional credentials, Dean is passionate about educating others on financial matters. He regularly conducts financial planning and investment classes for individuals, families, and corporations. His relentless and competitive edge is exemplified in his participation in competitions like the GoRuck, Half Marathons, and the World’s Toughest Mudder Challenges. He brings this hands-on “no man left behind” attitude to work every day for his clients.
Dean and his wife live in Katy Texas with their two youngest children. They have two older sons who live in New York and Friendswood Texas, and a daughter studying music at Dallas Baptist University.
You can reach Dean Elliott in the Lake Jackson office Monday through Thursday from 9:00 AM to 5:00 PM and Friday by appointment only.