Deanna started her career in the financial services industry in 2004 and has provided leadership to teams as well as worked with entrepreneurs for the past 13 years. Deanna has a background in holistic financial planning, developing women, growing client relationships, strategic networking, and building collaborative partnerships on multiple levels and these are all aspects of the knowledge and experience she utilizes in interacting with clients. Through Deanna’s entrepreneurial and prior corporate background she relates with clients at the level of their current situation to assist them with moving to the next levels of their financial goals and aspirations with an overall focus on retirement planning. A key component of her client interactions include helping others to build wealth while prioritizing today’s concerns.
Her education includes a B.S. Communication Studies from Northwestern University and an MBA with Accounting specialty from Jones International University.
She is chairperson of Women of Skyline which is the women’s committee of the Skyline Club in Indianapolis and she serves on the Campaign and Sponsorship Committee of Pass the Torch for Women Foundation. Deanna also volunteers in help and support of women entrepreneurs through the Great Lakes Business Council, a division of the Women’s Business Enterprise National Council (WBENC).