š¤ Personal Information
Full Namedeanna pickering
GenderFemale
Locationcasper, wyoming (united states)
Birth Year1961
š¼ Professional Details
Job Titleshareholder
Industryaccounting
Experience23 years
SummaryAs a Financial Advisor, it is my privilege to guide young and old through the ups and downs of life with confidence. It is my mission to reach those who think the booms in their life will last forever. I want them to be prepared for the bust (whatever it may be), so that they are able to take advantage of opportunities that arise during challenging times. Iām here to help you be prepared for whatever life has to offer you.
š Skills
strategic financial planning
financial advisory
wealth management
financial planners
cpa
tax research
tax preparation
tax
accounting
investments
insurance
retirement planning
securities
estate planning
401k
income tax
succession planning
corporate tax
tax returns
partnership taxation
estate tax planning
financial accounting
retirement
investment strategies
financial services
asset managment
finra
investment advisory
iras
qualified retirement plans
mutual funds
wealth
series 7
life insurance
retirement plan consulting
investment management
financial planning
college education planning