As a Senior Financial Advisor, Deanna blends financial expertise with a thoughtful, client-centered approach rooted in behavioral science. Deanna is known for her energetic presence, thoughtful listening, and ability to translate complex financial decisions into meaningful, lasting strategies. With a passion for the human side of money, she empowers clients to make confident, informed choices that reflect both their goals and values.
Deeply committed to her community, she serves on the Finance and Investment Committees of Foodlink and is a board member of the Century Club of Rochester. She’s also an active member of the Greater Rochester Area Partnership for the Elderly, the Rochester Women’s Network, and the Brighton Chamber of Commerce. Her financial insights have earned her a spot as a guest commentator on World Business Report for BBC News.
Outside the office, her enthusiasm doesn’t slow down. Whether she’s chasing deer out of her gardens, planning her next travel adventure with her family, or volunteering in her community, she brings the same curiosity and zest that define her professional life.
Licenses
- Series 7
- Series 65