Deanna has been a valued member of StoneRidge Wealth Management since February 2021. With a background as an Implementation Manager for onboarding seven SAS platforms and extensive experience in Third-Party Administrator (TPA) services focusing on client support and accounts payable, she brings a wealth of knowledge to her role.
In her current position, Deanna is responsible for onboarding new clients and providing support for Account View and Wealth Vision platforms. Her colleagues describe her as reliable, a team player, energetic, and always ready to assist.
Deanna particularly enjoys the fantastic people she works with at StoneRidge, appreciating the supportive and fun work environment. She finds fulfillment in client interactions, especially when she can resolve a client's issue during the first call.
Outside of work, Deanna enjoys walking her dogs while listening to audiobooks, attending Zumba classes, and cooking for her family. She is a proud mother of three boys, two of whom are actively serving in the Marine Corps. A self-proclaimed Disney adult, Deanna believes that Disneyland is the happiest place on earth.