Deanna (Dee) joined Burt Wealth Advisors in 2018. She earned her bachelor’s degree from the University of Massachusetts, Amherst in 1990 and her MBA from George Washington University in 2002. She received her Certified Financial Planner ™ designation in November 2016.

Deanna began her career in the Employee Benefits field, then shifted to Financial Services in 1999 at TIAA-CREF where she discovered her love for the industry. In 2022 she chose a very different career – that of “Stay at Home Parent” with her two daughters, Jessica and Hannah. During that time, she continued to work part time in various jobs such as tax preparer, bookkeeper and volunteer at her children’s school.

She rejoined the full-time workforce in 2011, serving as a Client Service Associate at UBS in Bethesda. There she provided client services to various non-profit organizations and several high net worth clients. In 2014, she joined a small financial services firm in Gaithersburg, MD serving as a Coordinating Advisor where she provided client services to individuals in relation to their financial planning needs. Deanna also spent time working with various retirement plan participants and sponsors, and provided support to the firm in relation to internal processes and procedures.

Deanna lives in North Potomac, MD with her husband, Geoff. As she enjoys her new living situation as an “empty nester’, she continues to enjoy spending time with friends and family, exercising, traveling and volunteering at various local organizations and as a tax preparer for low-income individuals.