Deena joined Heritage Investments in 2010 as Executive Administrative Assistant. She is responsible for the organization and coordination of office operations, compliant procedures, and resources to facilitate effectiveness and efficiency throughout the firm. Deena is frequently the first voice you hear when you call, and she plays an instrumental role in working with Heritage clients. Deena has more than 30 years' experience in the financial services industry, having started her career as an Executive Assistant in an estate planning firm. She later joined A.G. Edwards & Sons as a Cashier and Wire Operator, and then Merrill Lynch as a Cashier and Client Services Associate. Deena has been married to her husband Dennis for more than 40 years, and they share two sons and three grandchildren. She enjoys family, friends and football.
(Deena is a Non-Registered Assistant with SagePoint Financial)