I typically work with individuals working in the energy industry who are extremely busy focusing on career success and their passions. These individuals tend to not realize the high-risk exposure of their financial freedom because their income, savings and protection is dependent on the success of their industry. I help them systematize building wealth, protect financial freedoms and progress toward personal goals which allows freedom to enjoy passions without worrying about current/future financial success. Do you know someone who would be curious about that?
Daily, I strive to help those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. When fear and misunderstandings are gone, we are free to make the best long-term choices to achieve our goals, whatever they may be. I focus on making sure that my clients feel heard and understood, and treat every person with respect, without judgement and with a sincere interest in your story and dreams for the future.
I create custom strategies using our five-step process, regularly review and adjust with my clients as markets and goals change, and partner with them throughout their lives to stay on track. Regardless of whether a client has complex wealth management and estate needs, is saving for a child's education, just retired or just starting to save, I am here to help.
My own story includes my wonderful husband, Brian, who I have been married to for 22 years; my son, Sean, who is attending North Dakota State University and my daughter, Kayla, who is a sophomore at Beulah High School. Other than my family, a passion I have is to make a difference in the lives of Mercer County youth. One way I am accomplishing that goal is helping lead the LEO club at the high school, being a 4-H leader and donating my time to FFA. Thank you for taking time to know me better.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Retirement Income Strategies
- College Savings
- Portfolio Reviews
My Personal Interests
- Community Outreach
- Spending Time with Family
- Sports Enthusiast
Office Address113 West Main
Beulah, ND 58523 opens in a new window
Mailing AddressP O Box 445
Beulah, ND 58523
Phone NumberDeanne Gierke at (701) 873-5490
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More