Executive Administrative Assistant
Deanna joined WPWealth team in 2018 as the Executive Administrative Assistant after working in the financial services industry for over 16 years. She received her B.S. in Paralegal Studies as well as her Paralegal Certificate from Texas Wesleyan University. Prior to her joining WPWealth she 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 duties included administrative duties as well as compliance and regulating of the firm activity with the exchange markets. During her career, Deanna earned her Accredited Investment Fiduciary (“AIF”) designation which is vital within her role at WPWealth.
Deanna lives in Crowley with her husband. Outside of her professional life, she enjoys spending time with shopping and her family and friends, and enjoys reading in her downtime. She is involved with the Tarrant Area Food Bank and recently volunteered with Habitat for Humanity.