In this first installment of an exciting new video podcast series, guest host Alyssa Yozwiak takes us on a tour of the Lexington office, stopping by to chat with team members along the way. Find the audio here - for the full video experience, visit the Dean Dorton intranet home page!

In this special installment of Unscripted, COO Chris Hahn joins David at the close of our spring busy season to say thank you to everyone for their hard work over the last few months. They also dive into what team members can expect as we move into the summer months - including performance management, budgeting, integration, and strategy.

In this episode of Unscripted, David sits down with Business Development Director Jenny Patterson to discuss our approach to new business development in light of our recent merge. Jenny also provides an update on our new website!

In this episode of Unscripted, David Bundy is joined by COO Chris Hahn to discuss our plans for leadership development at Dean Dorton, including an introduction to the Future Leaders program.

In this latest episode of our Unscripted podcast, David is joined by Ed McGillis to discuss the topic that is at the forefront of many minds in our industry: AI. Ed, who is a Data & AI Consulting Associate Director at Dean Dorton, discusses the different areas of AI with a focus on generative AI. He talks about the trends he is seeing, how generative AI this will impact our clients, and the opportunities that we have to help our clients. A not-to-be-missed episode!

In this episode of Unscripted, David talks through the way that our firm makes decisions: from the service group leaders managing the services, staffing, and culture of their teams, to market leaders working on strategy, growth, and employee engagement, to the function of the Board of Directors and the CEO. David also gives a preview of what you can look forward to from the Unscripted podcast in the coming months!

In today's episode of the Unscripted podcast, David discusses some busy season reminders and looks forward to what you can expect of the podcast in 2024. He also gives a well deserved shout out to our Healthcare team!

In our 60th episode of Unscripted, David is joined by Director of Private Wealth Management Diego Vallota. David and Diego discuss our wealth management services and what is on the horizon for our wealth management group. Diego also provides valuable tips about what to look for and how to approach the conversation when a team member may have a potential client referral.

In this first 2024 episode of the Unscripted podcast, David is joined by marketing and business development team members Jenny Patterson and Kristin Butler to discuss the soon-to-arrive updated Dean Dorton website. Jenny and Kristin talk through the importance of the user experience and how it relates to the business side of our firm.

In this holiday special episode, guest host Liz Young sits down with COO Chris Hahn and Lexington AOM Haley Snyder to discuss their holiday traditions and how they plan to spend the break.