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About Deonna

About Deonna Osborn

About Deonna Osborn

Deonna performed her undergraduate work at Texas A&M University (Whoop!), and her graduate work at Southwest Texas State University (currently Texas State). She earned her Certified Public Accountant designation in January of 2011, and particularly enjoys meeting with clients and focusing on the more complex cases requiring research. Deonna also holds the title of Wealth Advisor and manages the Investment Strategies sector of the firm. A sound investment strategy depends on comprehending your goals and Deonna works with each client to understand their complete financial picture.

One of my primary goals is to develop a long-term, trusting relationship with you.

My Process

My Process

I create strategies that are tailored to your needs and goals.

My History

My History

Years of experience have prepared me to guide you through your life transitions.

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