About Deanna
Deanna understands first-hand that holistic financial planning can be overwhelming for clients. That’s why she’s proud to be part of a team that guides and educates clients on how to secure their financial future. By breaking down the various aspects of financial planning into manageable steps, her team helps clients tackle their questions and map out their goals.
Deanna provides services specific to clients’ needs as part of a personalized, comprehensive approach to financial planning. Her responsibilities are vast and range from performing financial plan analysis to reviewing estate planning documents and every facet in between. Her main priority is to ensure clients feel engaged and connected and are comfortable asking questions.
Outside of work, Deanna spends the majority of her time outside either watching her daughter compete in horse shows, playing tennis and pickleball, or improving her golf game. A former Pilates instructor, she still enjoys practicing but equally loves trying new restaurants around town or serving as “chief taster” for her husband’s burgeoning mixology hobby. A Lexington, Kentucky, native and passionate Wildcats basketball fan, she and her family currently reside in Charlotte, North Carolina.
Education and Professional Milestones
- University of Kentucky – bachelor’s degree in mechanical engineering with a minor in math
Deanna understands first-hand that holistic financial planning can be overwhelming for clients. That’s why she’s proud to be part of a team that guides and educates clients on how to secure their financial future. By breaking down the various aspects of financial planning into manageable steps, her team helps clients tackle their questions and map out their goals.
Deanna provides services specific to clients’ needs as part of a personalized, comprehensive approach to financial planning. Her responsibilities are vast and range from performing financial plan analysis to reviewing estate planning documents and every facet in between. Her main priority is to ensure clients feel engaged and connected and are comfortable asking questions.
Outside of work, Deanna spends the majority of her time outside either watching her daughter compete in horse shows, playing tennis and pickleball, or improving her golf game. A former Pilates instructor, she still enjoys practicing but equally loves trying new restaurants around town or serving as “chief taster” for her husband’s burgeoning mixology hobby. A Lexington, Kentucky, native and passionate Wildcats basketball fan, she and her family currently reside in Charlotte, North Carolina.
Education and Professional Milestones
- University of Kentucky – bachelor’s degree in mechanical engineering with a minor in math