DeeDee received her undergraduate degree in Education from Oklahoma State University as well as completed post graduate work in the area of Psychology. She spent a decade and a half teaching in the public school system. First as an Elementary Science Teacher then moved to Middle School Mathematics for the majority of her career.

After leaving the classroom she obtained multiple insurance licenses such as life, health, disability and property/casualty. Working in the insurance industry for several years she learned a lot but found her true passion in securities and financial planning after meeting a woman, Trish Prawl, who would become her mentor and role model. She completed post graduate courses at the College for Financial Planning in preparation to pass her CERTIFIED FINANCIAL PLANNER™ Exam which she passed on the first attempt.

The pandemic in 2020 was the catalyst for her to reexamine her life and what truly made her happy. She was working at a credit union at the time with over 650 clients in her book of business. She felt her life was out of balance.

She was becoming exhausted and felt she had way too many clients to give them the care they truly needed. So she took a leap of faith and started her own firm with the intent of not having more than 75 clients total.

By starting her own firm, she was also able to align her own values and work on doing what she could to lower her carbon footprint and honor her beliefs. She struggled working in a predominantly man's world feeling like a bit of an outsider so when she left, she realized it was the best decision she could have made in her career.

She brings a softer, more compassionate touch to financial planning and investing. She believes in aligning your inner self with your money. She believes in contributing to the greater good. All these things she was able to weave into her practice and now only works with clients who want the same thing for themselves.

After studying under Bill and Anne Bachrach for Values Based Financial Planning ™, she decided to take their philosophy to a deeper level and incorporate a strategy to understand one's relationship with money and identify a potential life mission or soul purpose as well as analyze their energy around money as the foundation for planning a financial future. She is the author of the book, Soul-Based Financial Planning which was released March, 2022.