Originally from Brooklyn, New York, Deanna moved to California after high school, where she spent five years in the health and fitness industry. That experience sparked a lifelong passion for staying active, exploring the outdoors, and helping others improve their lives. During that time, Deanna earned her Bachelor of Arts in Social Science from Chapman University. She later completed both her MBA and a Master’s degree in International Management, which led her to a career in the financial services industry.
Over the past 20+ years, Deanna has worked with respected firms including Franklin Templeton Investments, Ameriprise Financial, and LPL Financial. Throughout her career, she has gained extensive experience in compliance, operations, client service, and practice management. What she enjoys the most is using her experience to help our clients navigate some of life's most important decisions. Whether assisting with complex account needs or helping to navigate sensitive estate planning matters, her goal is to handle the details with care, anticipate needs before they arise, and make the process as smooth and stress-free as possible.
When not busy helping our clients, you'll usually find her spending time with her family and two dogs or enjoying the outdoors. Deanna has a love for endurance sports and her hobbies include paddle boarding, hiking, marathon and triathlon racing and finding the next peak to summit.