Deann serves as Financial Services Coordinator at Genesis Wealth Management, where she works with Genesis advisors to ensure outstanding client service and support. She brings over ten years of experience managing client relationships within the financial services industry.
Her prior experience includes advising clients on mutual funds, annuities and life insurance while also leading licensing and training programs for advisors. She previously held Series 6 and 63 licenses.
Deann has a Bachelor of Business Administration degree from St. Edward’s University. In her spare time, Deann enjoys spending time with her daughter Carly, playing golf, exercising, reading and volunteering. She also serves as President of the Women’s Golf Association at Avery Ranch Golf Club.