DeAnna began her career as a Financial Aid Director at Allied Medical College. She attended Columbia College focusing her area of study on psychology and communications. This foundation, along with her strong interest in finance, continued to grow and support her as she decided to transition into personal finance and wealth management. She joined Moneta in 2004. In 2010, she obtained her designation as a Financial Planning Qualified Professional (FPQP™) and in 2014 obtained the Accredited Wealth Management Advisor (AWMA®) designation.
In 2015, DeAnna left Moneta and helped form an Independent RIA with two other partners as the Senior Wealth Advisor and Director of Operations. DeAnna’s background and leadership experience helped guide her transition to Krilogy.
Along with spending time with her husband, Jeremy, and two children, Abby and Alex, she enjoys playing competitive volleyball and watching her son’s hockey team and daughter’s competitive cheer team.
DeAnna’s hard work and dedication has been apparent throughout her career. “I truly enjoy and strive to assure that my clients get the continuous high-level service that they have grown to expect and deserve.”