The Next Phase
When a change occurs in your life, whether it's retirement, a career shift,
divorce, illness, dementia, or the loss of a loved one, and you find yourself in
a new phase of life, you need an advisor with experience who can help.
Certified Divorce
Financial Analyst
Deann is a skilled financial professional with a CDFA certification. She specializes in analyzing data and providing expert advice on financial issues related to divorce. As a CDFA® professional, her role is to help clients and their attorneys understand the long-term financial implications of decisions made during the divorce process.
Certified Senior Advisor
Deann, a Certified Senior Advisor (CSA), has a comprehensive understanding of the health, social, and financial concerns that are significant to seniors. This knowledge enables her to establish strong relationships with seniors by comprehending the interplay of these factors in their lives.
