Deana is a seasoned professional in the financial services industry, with a career spanning over two decades. She began her journey at the turn of the century as an advisor with UVEST, continuing through its merger with LPL Financial. After eight successful years advising clients, Deana transitioned into compliance, taking on a supervisory role with Northwestern Mutual.
In 2017, Deana returned to LPL Financial as a Senior Regional Supervisory Principal, a position she held until her retirement in January 2025. Retirement, however, was short-lived. Later that year, Kara Jett invited Deana to join the Western Wealth compliance team part time as a Senior Branch Compliance Analyst—a natural fit given Deana’s longstanding relationship with Western Wealth since 2018 and her deep familiarity with its advisors, staff, and culture.
Deana brings a wealth of experience, a collaborative spirit, and a strong commitment to regulatory excellence. Her return to the field underscores her passion for supporting advisors and maintaining the integrity of financial services.
Outside of work, Deana enjoys traveling with her husband and their two dogs in their RV. She splits her time between the serene mountain community of Red Feather Lakes in northern Colorado and her winter retreat in Marble Falls, Texas. Her favorite pastimes include hiking, bicycling, and kayaking.