Deana is the Chief Investment Officer and a Principal at ProCourse Fiduciary Advisors, LLC. Her well-rounded background includes experience as an investment adviser for a large, national investment advisory and brokerage firm, as well as a retirement plan consultant for a regional CPA firm. Preparing her to relate well with investment committees. Deana’s early career experience as a Director of Employee Benefits gives her insight into the plan sponsor’s perspective on retirement plan issues and decisions. As an advisor, Deana shares her knowledge and problem-solving skills with a wide variety of clients.
Through all these roles, she witnessed the transformation of the retirement plan industry as 401(k) plans, which used to serve as supplemental savings vehicles to defined benefit pension plans, have now become the primary or only retirement plan for most employers. Investment expertise and fiduciary guidance are the essence of Deana’s core competencies.
Deana earned the Certified Investment Management Analyst® designation administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. Additionally, she was one of the first 100 advisers in the United States to earn the Advance Investment Strategist Certificate in Portfolio Risk Management from the Investments & Wealth Institute taught by faculty from Princeton, Yale and the University of California at Berkeley Haas School of Business.
Deana has also been selected for the inaugural list Top Women Advisors by the National Association of Plan Advisors (NAPA).
Deana most recently completed the Investments & Wealth Institute Applied Behavioral Finance Certificate Program.
Deana holds an MBA from Butler University and a BS in Business from Ball State University. She helps in the community by serving as President of the Indiana Benefits Conference. She has a current list of published articles available listed on her LinkedIn profile. Deana loves Zumba and spending time with her 5-pound Yorkie, Tanner.
› BS, Business, Ball State University
› MBA, Butler University
› Certified Investment Management Analyst® designation (CIMA®)
› Advanced Investment Strategist (AIS) certificate
› Member, Investments & Wealth Institute
› Accredited Investment Fiduciary (AIF®) designation
› Investment Advisor Representative
› Licensed for Indiana Life, Accident, and Health products
› Investment Management Consultants Association® (IMCA®) Applied Behavioral Finance Certificate Program
› Vice Chairman, Indiana Benefits Conference (2015-2016)
› President, Indiana Benefits Conference (2017-Present)
› Certified Health Savings Advisor