Deanna has been in the Financial Services Industry since 2004 and carries a wealth of knowledge and expertise in the area of Insurance advising and risk assessment. Deanna’s former background was in Client Care and Human Resources so it was a natural transition into financial services; she is now caring for families and businesses building their financial foundations. Deanna recognizes that everyone is at a different stage in life, and therefore most often, at a different stage on their financial path. She values and appreciates this and knows that each client is unique. Deanna believes that an effective, customized plan is derived from listening to her client’s needs and desires first and foremost. She believes that once she knows what her client’s needs are, she can, through collaboration and discussion, educate her clients so they are in a position to make effective decisions about their future.
Deanna is supported by a team of administration and Solution Specialists whose support and professionalism help her build long-term relationships and provide excellent care to her clients. She believes that ongoing communication and follow-up are absolutely necessary. Financial Planning is a long-term commitment and through trust, transparency and an open-door policy Deanna knows she can fulfill that long-term commitment. It is an all encompassing process that involves teamwork, a common goal and education that meets success.
Nothing needs to be complicated. It needs to be simplified and managed. It is proven that building wealth on understanding is the most effective way to help empower clients to make decisions that bring value to their financial plan.
"Balance is key, growth is optimal, security is necessary and understanding is a must."