Deenna provides sound financial advice and value-added service to investors – always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, she helps clients develop and implement strategies for building wealth and realizing their goals.
Before joining Baird, she worked for 11 years at Wells Fargo Advisors/Wachovia/AG Edwards, and 20 years at Chase Bank/Chase Investment Services/Bank One/Valley National Bank. Her experience also includes positions with various family owned businesses. She has also earned the Chartered Retirement Planning CounselorSM (CRPC® )certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning, and delivering the personalized investment planning services her clients deserve.
Active in the local community, she participates in many civic and community organizations including Marana Business Women, High Heels for Hope, and Marana Chamber of Commerce.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event- it is a process. As your life circumstances change, so must the investment strategies she uses to stay on course toward meeting your objectives. That is why she works with you, one-on-one, to design investment strategies targeted to your specific needs and goals. Although she does not provide tax advice, she will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth- now and for generations to come.