Profile | Directory | Utah Valley University

Faculty Member

Luke Dean

Email: [email protected]
Office: 209
Phone: 801-863-8236
Mail Stop: 280
Curriculum Vitae: Lukas Dean CV

Biography

Luke Dean is proud to be from Orem, UT. He received a Bachelors and Masters degree from BYU and then received his PhD from Texas Tech University. He is married (Angela) and has 5 healthy, hyperactive children. He was named to InvestmentNews inaugural list of the 40 most influential people under the age of 40 in the financial planning profession.

Education

PhD, Texas Tech University, 2011

Major: Personal Financial Planning

MS, Brigham Young University, 2005

Major: MFHD

BS, Brigham Young University, 2003

Major: MFHD

Teaching

FIN 483R

Colloquium in PFP Professionalism, Fall 2024

FIN 3060

Introduction to the PFP Profession, Fall 2024

FIN 1060

Personal Finance, Fall 2024

FIN 1060

Personal Finance, Fall 2024

FIN 481R

Personal Financial Planning Internship, Fall 2024

FIN 3060

Introduction to the PFP Profession, Summer 2024

FIN 481R

Personal Financial Planning Internship, Summer 2024

FIN 483R

Colloquium in PFP Professionalism, Spring 2024

FIN 3060

Introduction to the PFP Profession, Spring 2024

FIN 1060

Personal Finance SS, Spring 2024

FIN 1060

Personal Finance SS, Spring 2024

FIN 481R

Personal Financial Planning Internship, Spring 2024

Presentations

Dean, Luke , Judson, Hunter , Brown, Caleb , Bob Veres Insiders Forum San Antonio TX, "The Price of Talent & How to Acquire It", Bob Veres Inside Information, San Antonio, TX. (October, 2023)

Dean, Luke (Panelist), Lemoine, Craig (Panelist), Seay, Martin (Panelist), Harness, Nathan (Panelist), CFP(R) Board Registered Programs Conf, "12 Tribes of Financial Planning - helping students find the right fit", CFP(R) Board, Washington DC. (October 13, 2023)

Dean, Luke , Martin, Terrance (Panelist), Watkins, Kim (Panelist), Ewers, Mark (Panelist), Carson EXCELL , "Program Directors Panel", Carson Wealth, Nashville, TN. (September 13, 2023)

Dean, Luke (Moderator), Mielitz, Kate AFCPE Programs Manager (Panelist), Platt, Emily AVP Wealthspire (Panelist), Mischley, Chuck Director Talent Acquistion Nationwide, Diversitas Forum, "Forum: Building Careers in Wealth Management_ Advisor Careers", Diversitas, Virtual. (April 3, 2023)

Dean, Luke (Presenter Only), Crafford, Lisa (Presenter Only), Bob Veres Insiders Forum, "The impending future of the profession", Bob Veres Inside Information, Salt Lake City, UT. (September 30, 2022)

Dean, Luke (Panelist), Gibson, Philip (Panelist), Loving, Ajamu (Panelist), Sam, Janine (Panelist), Nwasike, Christian (Moderator), Association of African American Financial Advisors "Virtual Vision Conference", "Opportunities in Wealth Management for the next generation of Black/African American Talent", Association of African American Financial Advisors (aka Quad A), Virtual Conference. (September 16, 2020)

Scholarly/Creative Works

Yildirim, Cagla , Bi, Rachel , Dean, Luke , Evensky, Harold , "Age and Financial Management Acumen" .

Bridges, Kim , Dean, Luke , Jorgensen, Timi Joy, Bi, Rachel , "Impact of education on financial outcomes for divorced women" .

Pickens, Jared , Dean, Luke , Harness, Nathan , "Regional variations in ethical violations of CFP(r) practitioners" .

Sean, Xianwu , Yildirim, Cagla , Dean, Luke , Bi, Rachel , "Risk tolerance and use of annuities" .

Ryack, Ken , Dean, Luke , Sheikh, Aamer , "Does education in personal finance increase investor risk tolerance?" .

Array, Louise , Dean, Luke , Bi, Rachel , "Happiness correlated more with health and perceptions than income -- evidence from Chinese households" .

Awards

Certificate of Notable Contributions

UVU Woodbury School of Business - April, 2024

Selected by WSB Dean's office to receive "certificate of notable contributions" in Teaching. Presented at WB end of year award reception. Award also included $500

Rick Kahler Outstanding Faculty Trailblazer Award

UVU PFPSA - March 30, 2023

UVU PFP students select outstanding faculty that made big difference for them

Rick Kahler Outstanding PFP Faculty/Trailblazer Award

UVU PFPSA - March, 2022

This is the only faculty award in the PFP program, voted on by students in the major for the professor that made the biggest impact in student lives.

Nominated for Faculty Excellence Award

UVU Faculty Senate - December, 2021

Nominated by my peers as possible recipient for Faculty Excellence Award

Educator Who Made a Difference

University of Kentucky Dept of Education - April, 2020

Award given because of nomination by Yesel Rodriguez who identified me as being the faculty member most influential in his development and progress to getting a graduate degree.

Rick Kahler Outstanding Faculty/Trailblazer Award

UVU PFP students - March 5, 2019

Voted on by students in PFP major and awarded to the professor that has helped the students develop the most professionally, academically, and personally. Presented at PFP Spring Banquet.

FIN 483R

Colloquium in PFP Professionalism, Fall 2023

FIN 3060

Introduction to the PFP Profession, Fall 2023

FIN 1060

Personal Finance SS, Fall 2023

FIN 1060

Personal Finance SS, Fall 2023

FIN 481R

Personal Financial Planning Internship, Fall 2023

FIN 3060

Introduction to the PFP Profession, Summer 2023

FIN 481R

Personal Financial Planning Internship, Summer 2023

FIN 483R

Colloquium in PFP Professionalism, Spring 2023

FIN 3060

Introduction to the PFP Profession, Spring 2023

FIN 1060

Personal Finance SS, Spring 2023

FIN 1060

Personal Finance SS, Spring 2023

FIN 481R

Personal Financial Planning Internship, Spring 2023

FIN 481R

Personal Financial Planning Internship, Spring 2023

FIN 483R

Colloquium in PFP Professionalism, Fall 2022

FIN 3060

Introduction to the PFP Profession, Fall 2022

FIN 1060

Personal Finance SS, Fall 2022

FIN 481R

Personal Financial Planning Internship, Fall 2022

MGMT 481R

Internship, Summer 2022

FIN 3060

Introduction to the PFP Profession, Summer 2022

FIN 481R

Personal Financial Planning Internship, Summer 2022

FIN 483R

Colloquium in PFP Professionalism, Spring 2022

MGMT 481R

Internship, Spring 2022

FIN 3060

Introduction to the PFP Profession, Spring 2022

FIN 1060

Personal Finance SS, Spring 2022

FIN 1060

Personal Finance SS, Spring 2022

FIN 481R

Personal Financial Planning Internship, Spring 2022

FIN 483R

Colloquium in PFP Professionalism, Fall 2021

FIN 3060

Introduction to the PFP Profession, Fall 2021

FIN 1060

Personal Finance SS, Fall 2021

FIN 481R

Personal Financial Planning Internship, Fall 2021

FIN 3060

Introduction to the PFP Profession, Summer 2021

FIN 481R

Personal Financial Planning Internship, Summer 2021

FIN 483R

Colloquium in PFP Professionalism, Spring 2021

FIN 3060

Introduction to the PFP Profession, Spring 2021

FIN 1060

Personal Finance SS, Spring 2021

FIN 1060

Personal Finance SS, Spring 2021

FIN 481R

Personal Financial Planning Internship, Spring 2021

FIN 483R

Colloquium in PFP Professionalism, Fall 2020

FIN 3060

Introduction to the PFP Profession, Fall 2020

FIN 1060

Personal Finance SS, Fall 2020

FIN 481R

Personal Financial Planning Internship, Fall 2020

FIN 481R

Personal Financial Planning Internship, Summer 2020

FIN 483R

Colloquium in PFP Professionalism, Spring 2020

FIN 3060

Introduction to the PFP Profession, Spring 2020

FIN 1060

Personal Finance SS, Spring 2020

FIN 481R

Personal Financial Planning Internship, Spring 2020

FIN 483R

Colloquium in PFP Professionalism, Fall 2019

FIN 3060

Introduction to the PFP Profession, Fall 2019

FIN 1060

Personal Finance SS, Fall 2019

FIN 481R

Personal Financial Planning Internship, Fall 2019

FIN 3060

Introduction to the PFP Profession, Summer 2019

FIN 481R

Personal Financial Planning Internship, Summer 2019

FIN 483R

Colloquium in PFP Professionalism, Spring 2019

FIN 3060

Introduction to the PFP Profession, Spring 2019

FIN 1060

Personal Finance SS, Spring 2019

FIN 481R

Personal Financial Planning Internship, Spring 2019

FIN 483R

Colloquium in PFP Professionalism, Fall 2018

FIN 3060

Introduction to the PFP Profession, Fall 2018

FIN 1060

Personal Finance SS, Fall 2018

FIN 481R

Personal Financial Planning Internship, Fall 2018

FIN 3060

Introduction to the PFP Profession, Summer 2018

FIN 1060

Personal Finance SS, Summer 2018

FIN 481R

Personal Financial Planning Internship, Summer 2018

FIN 483R

Colloquium in PFP Professionalism, Spring 2018

FIN 3060

Introduction to the PFP Profession, Spring 2018

FIN 1060

Personal Finance SS, Spring 2018

FIN 481R

Personal Financial Planning Internship, Spring 2018

FIN 483R

Colloquium in PFP Professionalism, Fall 2017

FIN 3060

Introduction to the PFP Profession, Fall 2017

FIN 1060

Personal Finance SS, Fall 2017

FIN 481R

Personal Financial Planning Internship, Fall 2017

FIN 1060

Personal Finance SS, Summer 2017

FIN 481R

Personal Financial Planning Internship, Summer 2017

FIN 483R

Colloquium in PFP Professionalism, Spring 2017

FIN 3060

Introduction to the PFP Profession, Spring 2017

FIN 1060

Personal Finance SS, Spring 2017

FIN 481R

Personal Financial Planning Internship, Spring 2017

FIN 483R

Colloquium in PFP Professionalism, Fall 2016

FIN 3060

Introduction to the PFP Profession, Fall 2016

FIN 1060

Personal Finance SS, Fall 2016

FIN 481R

Personal Financial Planning Internship, Fall 2016

FIN 481R

Personal Financial Planning Internship, Summer 2016

FIN 483R

Colloquium in PFP Professionalism, Spring 2016

FIN 3060

Introduction to the PFP Profession, Spring 2016

FIN 3400

Investment Management, Spring 2016

FIN 1060

Personal Finance SS, Spring 2016

FIN 481R

Personal Financial Planning Internship, Spring 2016

FIN 483R

Colloquium in PFP Professionalism, Fall 2015

FIN 3060

Introduction to the PFP Profession, Fall 2015

FIN 1060

Personal Finance SS, Fall 2015

FIN 481R

Personal Financial Planning Internship, Fall 2015

FIN 3060

Introduction to the PFP Profession, Summer 2015

FIN 3060

Introduction to the PFP Profession, Summer 2015

FIN 481R

Personal Financial Planning Internship, Summer 2015

FIN 483R

Colloquium in PFP Professionalism, Spring 2015

FIN 3060

Introduction to the PFP Profession, Spring 2015

FIN 3060

Introduction to the PFP Profession, Spring 2015

FIN 1060

Personal Finance SS, Spring 2015

FIN 481R

Personal Financial Planning Internship, Spring 2015

FIN 481

Colloquium in Personal Financial Planning, Fall 2014

FIN 483R

Colloquium in PFP Professionalism, Fall 2014

FIN 3060

Introduction to the PFP Profession, Fall 2014

FIN 3060

Introduction to the PFP Profession, Fall 2014

FIN 481R

Personal Financial Planning Internship, Fall 2014

FIN 481

PFP Internship, Fall 2014

Most Valuable Professor

UVU Men's Basketball Team - January 27, 2018

UVU Mens Basketball team athletes each selected 1 professor that was their "Most Valuable Professor" at UVU. Zach Nelson, MBA grad selected me.

2017 Certificate of Appreciation

Vanguard - September 20, 2017

Vanguard in Scottsdale, AZ had their employees recognize professors that had positively impacted their professional development

40 under 40

Investment News - July, 2014

Recognized by the Investment News inaugural list of the 40 most influential professionals under the age of 40 in the financial planning industry in the United States.

Dean, Luke (Presenter & Author), Bi, Rachel (Presenter & Author), 4th annual International Teaching Forum, "Bridging the gap between the applied professional world and the theoretical academic world.", , Universite Clermont Auvergne, Clermont-Ferrand, France. (November 14, 2019)

Dean, Luke (Panelist), Harness, Nathan (Panelist), Lemoine, Craig (Panelist), Moore, Hannah (Moderator), FPA Journal in the Round Webinar, "12 Career Paths in Financial Planning", , Financial Planning Association, online webinar for national FPA membership. (October 30, 2019)

Dean, Luke (Panelist), Harness, Nathan (Panelist), Lemoine, Craig (Panelist), Seay, Martin (Panelist), Moore, Hannah (Moderator), Financial Planning Association BE, "12 Pathways in Financial Services Profession", , FPA, Minneapolis, MN. (October 17, 2019)

Dean, Luke (Panelist), Brown, Caleb (Panelist), Bob Veres Insiders Forum, "Recruitment, hiring, and compensation for new college grads and newer experienced planners", , Bob Veres Inside Information, Nashville, TN. (September 12, 2019)

Dean, Luke , Harness, Nathan (Presenter & Author), Lemoine, Craig (Presenter & Author), Seay, Martin (Presenter & Author), CFP(r) Board Registered Programs Conference, "12 Paths in Financial Planning_ Tools to teach students about the variety of career paths available to a graduate from a CFP Board Registered Program", , CFP(r) Board, Arlington, VA. (February 22, 2019)

Bi, Rachel , Dean, Luke , 3rd International Teaching Forum, "The impact of financial software use on retirement savings", , Orem, UT. (November 9, 2018)

Dean, Luke (Panelist), Felker, Kylie (Panelist), Heissenbuttel, Kurt (Moderator), Market Counsel Summit, "Cultivating the Profession's Next Gen", , Market Counsel, Miami, FL. (December 06, 2017)

Dean, Luke , 2nd International Teaching Forum, "Teaching and innovation for business schools in a global context", , Shanghai Normal University, Shanghai, China. (November 19, 2017)

Peterson, Jeff , Dean, Luke , 2nd International Teaching Forum, "Developing engaged activities inside and outside of the classroom", , Shanghai Normal University, Shanghai, China. (November 18, 2017)

Dean, Luke (Panelist), Hudgens, Ginny (Panelist), Judson, Jr., Hunter (Panelist), Kapusinski, Shaun (Moderator), Bob Veres Insiders Forum, "Creating and Effective Recruiting, Vetting, and Hiring For Your Human Talent", , Bob Veres, Nashville, TN. (September 07, 2017)

Dean, Luke (Presenter & Author), Bridges, Kim (Author Only), Academy of Financial Services, "Impact of Investment in Human Capital on Financial Outcomes for Divorced Women", , Academy of Financial Services, Las Vegas, NV. (October 21, 2016)

Dean, Luke , Bob Veres Insiders Forum, "Maximizing the Value of Your Internship Program", , Bob Veres, Bob Veres. (September 29, 2015)

Dean, Luke (Panelist), Fidelity Investments Recruiter Summit, "Meeting the Millennial Recruiting Challenge", , Fidelity Investments, Boston, MA. (October, 2014)

Dean, Luke , Farar, Ethan , Kunzler, Austin , (2023) "2023 IARFC National Financial Plan Competition Winner_ Case Narrative - The Kendrick Family" (Issue: 2, vol. 22). Middletown, OH: Journal of Personal Finance. https://store.iarfc.org/products/copy-of-journal-of-personal-finance-volume-22-issue-2-2023

Chamberlain, Sarah , Mathis, Andrew , Dean, Luke , Lemoine, Craig , (2022) "2022 National Financial Plan Competition Winner_ Case Narrative - The Franklin Family" (Issue: 2, vol. 21). Middletown, OH: Journal of Personal Finance. https://www.proquest.com/docview/2736853644/fulltextPDF/92163DB200D944E1PQ/4?accountid=14779

Adams, Abigail M., Wakamatsu, Zachary J., Dean, Luke , Cummings, Benjamin , (2020) "2020 IARFC National Financial Plan Competition Winning Submission -- The Casey Family" (Issue: 2, vol. 19). Middletown, OH: Journal of Personal Finance. https://www.proquest.com/docview/2464646388/64DDA0BA11C0426DPQ/10?accountid=14779

Gudmunson, Clinton , Sabri, M , Griesdorn, Timothy , Dean, Luke , Xiao, Jing , (2020) "Influence of parent-child financial socialization on academic success in college" (Issue: 1, vol. 31). Journal of Financial Counseling & Planning. https://connect.springerpub.com/content/sgrjfcp/early/2020/03/27/jfcp-18-00052

Dew, Jeff , Dean, Luke , Duncan, Stephen F, Britt-Lutter, Sonya , Hans, Jason , (2020) "Best practices in Teaching the Financial Topic of Family Life Education and Beyond" (Issue: Special Edition on Best evidence-based practices in family life education, vol. 69). St. Paul, MN: Family Relations.

Dew, Jeff , Dean, Luke , Duncan, Stephen , Lutter, Sonya Britt, (2020) "A Review of Effectiveness Evidence in the Financial-Helping Fields" (Issue: 3, vol. 69). Family Relations. https://onlinelibrary.wiley.com/page/journal/17413729/homepage/productinformation.html

Bi, Rachel , Dean, Luke , Guo, Tao , "The impact of using financial technology on positive financial behaviors" . Financial Services Review.

Dean, Luke , Perkins, Maddy , (2019) "It's time to take actionable steps towards diversity and inclusion" . New York, NY: Financial Planning magazine. https://www.financial-planning.com/opinion/utah-valley-university-luke-dean-on-diversity-and-inclusion-in-financial-planning-industry

Bi, Rachel , Dean, Luke , Tang, Jingpeng (JP) , Smith, Hyrum , Tacchino, Kenn , "Publicly available retirement software_ Is it effective and what elements are needed?" . Journal of Financial Service Professionals.

Dean, Luke , Harness, Nathan , Pickens, Jared , (2019) "When times get tough -- where do the assets and clients get going?" (Issue: 3, vol. 32). Denver: Journal of Financial Planning. https://search.proquest.com/docview/2193509064?pq-origsite=gscholar

Kimberly, Bridges , De'Armond, De'Arno , Dean, Lukas R, (2013) "Importance of Human Capital in Recovery from Divorce for Women" (Issue: 11, vol. 26). USA: Journal of Financial Planning.

Dean, Luke , Joo, So-hyun , Gudmunson, Clinton G, Fischer, Judith L, Lambert, Nathan , (2013) "Debt Begets Debt_ Examining Negative Credit Card Behaviors and Other Forms of Consumer Debt." (Issue: 2, vol. 67). Journal of Financial Service Professionals.

Dean, Lukas R, Finke, Michael S, Michelson, Stuart , (2012) "Compensation and client wealth among U.S. investment advisors" (Issue: 2, vol. 21). USA: Financial Services Review.

Carroll, Jason S, Dean, Luke , Call, Lindsey L, Busby, Dean M, (2011) "Materialism and marriage_ Couple profiles of congruent and incongruent spouses" (Issue: 4, vol. 10). Journal of Couple & Relationship Therapy.

Cleveland, H Harrington, Baker, Amanda , Dean, Luke , Cleveland, Array , Harris, Array , Wiebe, Array , (2010) "Characteristics of collegiate recovery community members" . NY, NY: Springer Science + Business Media.

Wiebe, Richard P, Cleveland, H Harrington, Dean, Luke , (2010) "Maintaining abstinence in college_ Temptations and tactics" . NY, NY: Springer Science + Business Media.

Dean, Lukas R, Michelson, Stuart , (2010) "Clients, commissions, and potential conflicts of interest_ Registered Investment Advisors in the U.S." . USA: Academy of Financial Services Proceedings. www.academyfinancial.org/wp-content/uploads/2013/10/4C-Dean.pdf

Lambert, Nathaniel M, Fincham, Frank D, Stillman, Tyler F, Dean, Luke , (2009) "More gratitude, less materialism_ The mediating role of life satisfaction" (Issue: 1, vol. 4). The Journal of Positive Psychology.

Edwards, Jordan W, Fisher, Dennis G, Johnson, Mark E, Reynolds, Grace L, Redpath, David P, Cleveland, H Harrington, Harris, Kitty S, Baker, Amanda K, Herbert, Richard , Dean, Luke , others, Array , (2007) "1 The accessibility of substance abuse treatment facilities in the United States for persons with disabilities Steven L. West 7 Test–retest reliability of self-reported drug" (Issue: 1, vol. 33). Journal of Substance Abuse Treatment.

Dean, Luke , Carroll, Jason S, Yang, Chongming , (2007) "Materialism, perceived financial problems, and marital satisfaction" (Issue: 3, vol. 35). Family and Consumer Sciences Research Journal.

Cleveland, H H, Harris, K S, Baker, A K, Herbert, R , Dean, Luke , (2007) "Characteristics of a collegiate recovery community_ maintaining recovery in an abstinence-hostile environment." (Issue: 1, vol. 33). Journal of substance abuse treatment.

Hill, E Jeffrey, Mead, Nicole Timmons, Dean, Luke , Hafen, Dawn M, Gadd, Robyn , Palmer, Alexis A, Ferris, Maria S, (2006) "Researching the 60-hour dual-earner workweek an alternative to the “opt-out revolution”" (Issue: 9, vol. 49). American Behavioral Scientist.