“Diversity and inclusion aren’t buzzwords for us - they are core beliefs. We are community-minded people making a difference in our little part of the world.”

WHAT’S MY SUPERPOWER?

I excel at the Four Cs: Care, Connection, Coordination and Collaboration.

I work closely with our clients to provide concierge services that extend beyond their investment needs.

I’m interested in supporting our clients in all aspects of their lives. So, I connect clients with other professionals, including attorneys, real estate consultants, lenders, CPAs and more, and assist them with coordinating their resources. This saves them time and money and gives them a clearer picture of their overall situation.

WHAT’S MY BACKGROUND?

Previously, I worked at Fidelity National Title as an account manager providing marketing and business development strategies to realtors, lenders and investors. There, I met Brad Marshall and we decided to form an advisory team centered around client engagement – one where we could provide a unique and personal experience. I’m building on my skills and am currently enrolled in a behavioral finance certification course offered through Duke University.

FUN DEANNA FACT

I enjoy traveling internationally, spending time with my family and hiking with my dog, Dolce, whose name is a perfect reflection of her temperament: sweet.

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