Capital Guardian empowers your business to access the same advanced tools that were once exclusive to Fortune 100 companies.
At Capital Guardian, we believe that small and mid-size businesses are the backbone of the American economy. The 831(b) & 1120PC plans we administer are designed to help these businesses navigate challenges and thrive.
We are deeply committed to the financial security of our clients and their businesses. Our dedicated and innovative team works tirelessly to deliver creative, high-quality plans tailored to the diverse needs of those we serve.
💡 Lower Long-Term Cost
Keep more of your premiums by funding your own reserve.
📊 Tax Advantages
Structured plans can create significant annual savings.
⚡ Faster Claims
Direct oversight means quicker approvals and payouts.
🔒 Full Control
You decide how funds are invested and risks managed.
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Dee is a seasoned Sales Director with a BA in Accounting from Portland State University, bringing over 30 years of extensive sales experience, including a notable decade-long focus on international business. Throughout his career, Dee has honed his expertise in engaging business owners and C-suite executives, leveraging his financial acumen and adept relationship-building skills to tackle intricate business challenges effectively. Known for his entrepreneurial mindset and proactive approach, Dee excels in devising and implementing innovative processes that significantly enhance revenue streams. Beyond his professional endeavors, Dee finds great joy in golfing, experimenting with at-home cooking recipes, exploring global destinations, and immersing himself in diverse cultures.