Deana joined the firm in 2008 as our Administrator and Receptionist, bringing more than five years of experience in executive administration. After earning a strong reputation of delivering outstanding administrative support and a high level of customer service, she took on the role of Client Service Advisor in July of 2010, supporting the financial advisors and a set group of financial planning, tax, and investment management clients. After 3 years of performing the Client Service Advisor role, she stepped into the role of Portfolio Administrator. As Portfolio Administrator, Deana is responsible for executing all trades, monitoring client investment portfolios and working closely with Lead Advisors and custodians to ensure that investment objectives are met.
Deana enjoys spending time traveling and spending time with her family and friends.
2105 South Bascom Ave
Campbell, CA 95008