About Us

As a finance professional with a decade of experience, I specialize in creating custom financial plans, including life insurance, emergency savings, and retirement strategies. I offer complimentary consultations and financial diagnoses to help individuals invest in their futures.

My philosophy is simple: always do what’s right. I focus on educating families about financial concepts and providing the tools they need to achieve their goals. At Primerica, we believe everyone deserves the chance to learn how to make their money work for them, as the wealthy have done for years. Unfortunately, these essential principles are rarely taught in schools.

By bridging the education gap, I empower families to make informed financial choices and utilize our services to reach their objectives. I take pride in delivering practical solutions to families from all backgrounds.

How We Got Started

I encountered a significant life change, and after being away from the workforce for seven years, I found it challenging to secure a job to support my children. This experience taught me the importance of being open to all opportunities and using my own financial struggles to help others navigate their difficulties. Now, I assist individuals in creating a solid financial plan to prepare for unexpected setbacks, drawing inspiration from my own journey to guide them toward financial stability.

Products & Services
Financial Needs Analysis by Primerica
Do you need to get out of debt? Do you know how much you will need for retirement? Do you know your Financial Independence Number? We can provide a...
Financial Planning by Primerica
We are experts in long-term planning. Primerica assists customers in preparing for retirement, handling unemployment, and managing the unexpected. ...
Life Insurance by Primerica
We safeguard your income and ensure your family’s future is secure.
Recommendations Given (1)
"Deana has the best resources to help her clients! She's an incredible person and fun to work with."
Recent Activity

Andrea from Primerica Answered this on June 02, 2021
I'm looking to partner up with bookkeepers  (more) I'm looking to partner up with bookkeepers 
8 Replies

Andrea from Primerica Answered this on March 30, 2019
Attend networking events and partner up with realtors, mortgage lenders and any other power partners. (more) Attend networking events and partner up with realtors, mortgage lenders and any other power partners.

Andrea from Primerica Answered this on August 28, 2018
We go to our clients home or place of business. (more) We go to our clients home or place of business.

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!