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Our Team

Sonia Chandhok

Executive Assistant

Sonia received a Bachelor of Business Administration degree in Business from University of Baltimore in 2006. She joined the staff at William Katz in 2012.

  • Client Policy Service
  • Life Insurance Processing

Dean Rothman

Investment Advisor

Dean is committed to helping toward maximizing the value of his client’s assets potential. By helping his clients build wealth potential, the quality of their lives can be enhanced and their legacies can be perpetuated for generations to come.

Dean plays a role in portfolio designs as well as determining the company’s mutual fund and annuity recommendations.

Dean has been associated with National Financial Network, LLC since 2003. Dean began his career in the equity markets in 2000 with Deutsche Bank Capital Markets. He received a BS in Finance from Seton Hall University.

Check the background of this investment professional on FINRA’s BrokerCheck.

Registered Representative and Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
CA License # 0H61501

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