Deana joined the Crux Wealth Advisors team in 2020 and works primarily in our Long Beach office as one of our Financial Advisors. She has a vast understanding of the industry due to her 19 years in the industry with Waddell & Reed. There, she held a variety of roles with office operations, worked in support roles with various advisors, and she also assisted with client relations.
Deana considers herself fortunate to work in a career where she can help others establish financial stability. From a young age, she was always financially inclined. Combining her strength and interests in finances with her passion for helping others had made for a rewarding career. She is known for her friendly and professional demeanor, as well as her prompt responsiveness.
Beyond helping clients through the financial planning process, Deana believes that her clients must be heard and feel confident that their best interests are first and foremost. She understands the trust that is placed in her hands, and she never takes that for granted. Deana genuinely cares about her clients as if they were her own family and she cherishes the relationships she has forged over the years in her career.
When I’m not in the office, my time is focused on my family. I have four grown children, Tyler, Nicole, Susan, and Elexiss, and I’m incredibly lucky to have three grandchildren, Isaiah, Mia, and Taylor. Needless to say, I am fueled by coffee to keep up with my grandchildren, and I wouldn’t have it any other way!