Deana joined the Crux Wealth Advisors team in 2020 and works primarily in our Long Beach office as one of our Financial Advisors. She has a vast understanding of the industry due to her 19 years in the industry with Waddell & Reed. There, she held a variety of roles with office operations, worked in support roles with various advisors, and she also assisted with client relations.
Deana considers herself fortunate to work in a career where she can help others establish financial stability. From a young age, she was always financially inclined. Combining her strength and interests in finances with her passion for helping others had made for a rewarding career. She is known for her friendly and professional demeanor, as well as her prompt responsiveness.
Beyond helping clients through the financial planning process, Deana believes that her clients must be heard and feel confident that their best interests are first and foremost. She understands the trust that is placed in her hands, and she never takes that for granted. Deana genuinely cares about her clients as if they were her own family and she cherishes the relationships she has forged over the years in her career.
When I’m not in the office, my time is focused on my family. I have four grown children, Tyler, Nicole, Susan, and Elexiss, and I’m incredibly lucky to have three grandchildren, Isaiah, Mia, and Taylor. Needless to say, I am fueled by coffee to keep up with my grandchildren, and I wouldn’t have it any other way!
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
