Deanna started with Planners Financial Group, LLC in February of 2019. Prior to joining the firm, she spent twenty years in the financial industry in a variety of different roles. Most recently, she worked for BMO Harris Bank as the executive assistant to the Director of US Retail Sales and Analytics.
As Operations Manager, Deanna’s many responsibilities include maintaining our database, bookkeeping, benefits, payroll and compliance. Deanna is always looking for ways to improve the efficiency of the office and better utilize our resources to serve our clients.
Deanna lives in Raymond, WI with her husband, Rick, her young son, Jack, as well as their new puppy, Rosie. She enjoys vacationing with her family especially if it involves thrills at amusement park. Outside of the office, Deanna spends most of her time with her favorite person who calls her “mom”.