Deana has been with Charles R. Green & Associates for over 25 years. She supervises, administers and manages the firm’s day-to-day activities to provide our clients with the best customer care experience. As a Registered Assistant with SagePoint Financial, Inc. she is responsible for establishing and servicing accounts and oversees the implementation of any action items to assure timely and complete follow-through. Deana graduated Brantley-Draughon Business College in Fort Worth and maintains her FINRA series 6, 63, and 65 securities registrations through SagePoint Financial, Inc.
If you ask Deana what the best part of her job is, she will tell you it is the relationships with our clients, many over twenty years, whom she considers family. She is also thankful to have such an awesome support team who share her belief that the clients always come first!
Deana enjoys spending time with her family and is especially fond of spoiling her three nieces and two nephews. She is an avid sports fan, loves animals and enjoys caring for the family donkeys – Nina, Nikki, Dusty and Applejack.