“The culture at Truepoint is one of respect and honesty, positively impacting the experience of both our clients and employees.”
As a wealth advisor, Deanna helps clients feel confident and secure in their financial decisions, allowing them to focus on other aspects of their lives. Deanna serves as the center of the client relationship, working with clients and Truepoint specialists to provide expertise in financial planning, estate planning, investment management, risk management and tax management. “I appreciate the value of building lasting client relationships that will carry on through generations due to smart financial decisions and a well-executed plan.”
Deanna earned her bachelor’s degree at Miami University with a concentration in economics and an MBA from Xavier University. Deanna is a CERTIFIED FINANCIAL PLANNER™ professional.
Originally from the Cleveland area, Deanna is married with two daughters and enjoys spending time with her family. She is active in the Junior League of Cincinnati, currently serving on the League’s Executive Management Team.