Deanna joined the IAA team as an Advisor Experience Director in January 2018. Her primary responsibilities include supporting Business Development with recruiting efforts, assisting Communications with marketing and relationship management, and developing a formal technology training program.
Deanna has enjoyed a variety of roles within the financial industry; financial advisor, internal wholesaler of mutual funds, retirement consultant and onboarding project manager. She brings an intense sense of purpose and passion to her role, combined with more than a decade of industry experience. Previously FINRA 7 & 66 licensed, Deanna held various roles while employed by LPL Financial and was most recently employed by another hybrid firm.
Deanna earned a Bachelor of Science degree in Business Management from American Intercontinental University in Schaumburg, IL. Away from work, she enjoys travelling around the country to visit her six adult children, hiking in the Carolinas, learning everything she can about business and financial advising, weight-lifting, yoga and Zumba, and upcycling furniture.
Born in Oklahoma City and raised in Kansas City, Deanna has called Charlotte, NC home for nearly 20 years.