Deanna Tomasetti

Client Coordinator, CFP®

Biography

Deanna Tomasetti
Deanna Tomasetti serves as Client Coordinator in our Gaithersburg, MD office. In this role, she assists in the delivery of financial planning and wealth management services to clients, handles client requests, and aims to deepen client relationships. Read More →

Deanna joined McKinley Carter with an extensive background in the financial services industry. Previously, she served as a client service associate at a global financial services company, where she provided support to nonprofits institutions and high-net-worth clients. She has also worked as a bookkeeper and tax preparer, as a financial consultant for a national financial services firm, and as a benefits specialist in the human resources arena.

Deanna holds a bachelor’s degree in psychology from The University of Massachusetts and an MBA from George Washington University. She is also a CERTIFIED FINANCIAL PLANNER™ professional.

When she is not consumed with coordinating the schedules of her busy family, Deanna enjoys running, reading, and volunteering in her community and her children’s schools.