Growing up as the daughter of an accountant and a teacher has given me a love for helping others with all things financial. Dad had me tracking my spending in high school. Mom had me making everything from clothing to pies. Learning to cook has certainly saved a lot of money over the years. I'm not so sure about sewing, but it's a good outlet for my attempts at creativity.
I came to the financial services industry right out of college. Over the years, I developed a passion for wanting my clients to be debt free, retirement secure and giving focused. Getting to know you well is a crucial part of our established process. It helps us set a course of action personalized to each family we serve.
Somehow, I find it fun to work on situations with lots of moving parts. Navigating complex situations is our specialty, whether it's a long list of investments held in different places, an inheritance of investments or land, or a family business. In working with families, I am passionate about educating the next generation, helping them balance their short-term wants and needs with long-term goals.
If you are reading this, I look forward to having a conversation by phone, Zoom or in person. Have a great day!
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Socially Conscious Investing
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Phone NumberDeAnn K Thompson at (515) 597-3755
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