Client Services Specialist
Deanna has worked in the financial services industry with roles ranging from company accounting, to human resources to Vice President of Operations for a broker-dealer firm. She has developed written procedures based on regulatory compliance rules and regulations in the processing of securities paperwork, managed employees and oversaw regulatory audits.
Deanna oversees all aspects of client services and operations outside of investment planning and provides comprehensive support for each client’s unique needs. Her passion in financial services is working one-on-one with clients. Using her background experience in a broker-dealer home office environment, Deanna’s approach to customer service was shaped by the strong compliance and operational knowledge of the financial services industry.
Deanna enjoys her free time with her grown daughter, Casey Ann, her rescued dogs and her friends. She enjoys walking the neighborhoods and parks of Plano as well as estate sales and refurbishing antiques. Her idea of a perfect day is time spent with family and friends.