Deanne joined her father in 2017 to continue the Palmer family business of financial planning. Growing up with her father and grandfather, conversations about the “Miracle of Compound Interest”, the value of life insurance, the importance of saving and investing, and the dynamics of the financial markets were common discussions. She knew at a young age she wanted to help people with their financial goals like her father and grandfather. After studying at George Washington University and the University of Colorado, Boulder, she obtained her BS in Business majoring in Finance. She went on to get her Master’s in Business Administration from San Diego State University with an honorary distinction of being in the top 1% of her class. She has been recognized as a top producing Realtor for Berkshire Hathaway for over 15 years. Deanne is currently licensed in Life, Disability, Annuity and Long-Term Care and completed the SIE certification and CFP designation.
Deanne’s real estate career brings a unique advantage to clients of the Palmer Group by providing expert advice on the real estate component of their financial portfolio. Her vision is to grow the firm to a one-stop shop for all your financial needs: life/disability/long-term care insurance, wealth management, education and retirement planning, real estate, tax and estate planning. “I am proud to continue my family’s legacy in helping people with their finances. I want our clients, no matter where they live, to feel comfortable they are in good hands and we will work together to create a clear path for their financial goals – no matter how big or small.”
Personal Interests:
Deanne volunteers at the University of San Diego with her college sorority, Kappa Kappa Gamma, and is active within her community and local events. She loves the beach, new experiences, and is an avid traveler.
Disclosure:
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisors and Private Client Services are separate entities and are not affiliated. ©2022 2020 Financial Advisors, LLC - All Rights Reserved.