At heart, Deanna Olsen will always be a teacher. That's how she began her professional life, and even after more than 25 years as a financial advisor, she sees her role as that of an educator. That's why Deanna's clients look to her to help them simplify their financial lives; to take the mystery out of planning so they can make educated decisions. Like a professor, Deanna strives to help her clients achieve a complete understanding of every aspect of their financial plans – total clarity of what they're doing and why. She feels successful when they "get it” and act accordingly to help make their plans a reality.
Growing up in a family of teachers, Deanna always knew she'd follow in her parents' footsteps. Her achievement of a master's degree and her love of an active lifestyle led her to a career teaching physical education and health, and coaching basketball, volleyball and softball. While her background was math and science, she was intrigued by an ad from Massachusetts Mutual Life Insurance Company (MassMutual) recruiting teachers, coaches and sales people for financial services careers. Deanna soon realized that as a financial advisor, she could use her skills and knowledge to help change people's lives for the better and achieve success for herself along the way.
Deanna Olsen holds the Chartered Special Needs Consultant designation and her focus is on financial services is assisting families who have children with special needs. She has a thorough understanding of, and many years of experience in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. Deanna's passion for helping is especially evident when she works with these families. "My purpose and my passion”, she says, "is to make a difference.”
Deanna's achievements in the financial services industry are impressive. Just a year after joining Planned Financial Services, LLC, in 1986, she earned membership designation in the prestigious Million Dollar Round Table. Along with Chartered Special Needs Consultant, she has earned designation as a Certified Financial Planner®, Chartered Life Underwriter, Chartered Financial Consultant, and holds a Certification in Long Term Care. She's been named Agent of the Year six times.
Deanna is well-known as a leader in her community of Clarkston, Michigan, working with schools and local government. She is a member of the Board of Directors for the Clarkston State Bank, a past treasurer and board member of SCAMP summer camp for children with special needs, current treasurer and a board member of the Clarkston Foundation for the enhancement of children's educational interests, a member of the Clarkston Area Chamber of Commerce, and a board member of the Oakland University Financial Planning Advisory Council.
Outside of work, Deanna maintains an active lifestyle with her twin teenage daughters. "We're a tennis family”, she says with a smile. While she's not anywhere near thinking about retirement, she's looking ahead to the possibility that one or both of her daughters will join her in business. If that happens, Deanna will pass along the lesson she learned from her parents and mentors – the critical importance of doing the right thing to change lives for the better. She likes to say, "If you do the right thing, good things happen.” For Deanna, these aren't just words; it's the way she lives every day.