Deanna M. Baele Executive Office Advisor
Experience
I began my financial services career in the Financial Services department of a mid-sized national insurance agency and broadened my work experience in both the Trust division of a large insurance agency and regional bank. In 2000, I joined DVI and served in the capacity of Manager of Client Services for several years. In 2011, I assumed the role of Executive Office Advisor where I work in tandem with DVI's President, Will Williams.
Credentials
Certified Financial Planner® (CFP®)
Education
Bachelor of Science in Business Administration from Monmouth College & Master of Business Administration from St. Ambrose University
Tell us about your career journey and what led you to choose DVI:
My favorite courses in school were the ones related to investments and finance. I knew that I wanted to work for an investment firm and DVI offers an upscale, professional environment with a team mentality.
What is your favorite thing about DVI?
I absolutely love the connection to our clients! With over two decades of serving DVI clients, it is a true joy to visualize years of planning unfold as clients achieve goals and realize their dreams. What an honor to be a small part of that!
What do you enjoy doing in your free time?
I am active in the community and have served over a decade on the American Red Cross Board of Directors and in committee roles with Impact Central Illinois, St. Patrick Parish Charity in Truth and Young Life of Central Illinois. I recently completed two consecutive 5-year terms on the Monmouth College Alumni Board. I also enjoy spending time with my husband and three young adult children – taking trips & cheering on the Chicago Cubs.
