Deanna became a member of the WPWealth team in 2018 as the Executive Administrative Assistant after working in the financial services industry for more than 16 years. At WPWealth, she plays an integral role in client success anywhere from onboarding to account management.
She received her B.S. in Paralegal Studies as well as her Paralegal Certificate from Texas Wesleyan University. Prior to joining WPWealth, Deanna began her career at First Command Financial Planning where she focused on compliance that involved working with the Securities and Exchange Commission (“SEC”) and the Financial Industry Regulatory Authority (“FINRA”). Her various tasks included administrative duties as well as compliance and regulating of the firm activity with the exchange markets. During her career, Deanna has earned her Accredited Investment Fiduciary® (“AIF”) designation which is vital within her role at WPWealth.
Within the community, Deanna has experience volunteering with the Tarrant Area Food Bank and Habitat for Humanity Deanna currently lives in Fort Worth with her fiancé. Outside of WPWealth and community involvement, Deanna enjoys traveling with family and friends, attending concerts, and reading.