“The culture at Truepoint is one of respect and honesty, positively impacting the experience of both our clients and employees.”
For as long as she can remember, Deanna has been intrigued by personal finance and investing, and she’s grateful that every day in her work she gets to draw on these interests to help others. Deanna enjoys working alongside her clients to create financial plans that bring them peace of mind, security, and fulfillment. She has seen firsthand how, once clients simplify this part of their lives, they can better focus on their careers, relationships, philanthropic efforts, and any other activities they find meaningful. Deanna appreciates Truepoint’s collaborative team culture and believes that the firm’s focus on client service, intellectual honesty, and transparency makes it unique and distinctive.
Deanna treasures spending time with her husband and their two daughters. Together, they enjoy various sports, travel, the outdoors and cheering on their girls’ activities. They often visit northeastern Ohio to see family, where Deanna grew up. She enjoys a good read and is an avid podcast listener, but also enjoys the occasional Netflix binge!
Specialties: client service, holistic financial planning, problem solving