The thoughts have crossed every elite swimmer’s mind during a long race; “I don’t know if I can finish this race. It’s harder than I thought it would be." Just when you think you can’t take another stoke, your coach yells words of encouragement from the pool deck, “We’ve trained for this! Keep going!”
Twelve years as a competitive swimmer, culminating in a collegiate scholarship, forged me into a driven, goal-oriented professional. I understand the value of gifted coaches and their ability to elevate others to achieve greatness, even when faced with uncertainty and doubt. I approach financial advising with the perspective of a coach. With my support, guidance and reassurance, I help my clients achieve their financial goals.
Using an established, proven process, I coach my clients to find financial freedom and achieve their goals. I build personalized financial strategies designed for their unique goals. Once the strategies are implemented, I maintain regular contact with my clients for life to help keep them on track, always striving to coach them to improve their financial situations even by the smallest margin. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I have been a financial advisor with Edward Jones since 2015. To better serve my clients, I earned the Accredited Asset Management Specialist™ (AAMS®) professional designation*.
Outside of my role with Edward Jones, I am an avid tango dancer and enjoy hunting, hiking, knitting and self-defense training in my free time.
If you’re interested in the benefits of a large firm and a financial advisor who is committed to your success, call my office today.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- College Savings
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Wealth Strategies
My Personal Interests
Phone NumberDeanna Pickman at (303) 985-7390
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