4651 Salisbury Rd., Suite 130
Jacksonville, FL 32256
Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce.
Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.
As part of the divorce team Deana collaborates closely with family law attorneys to provide advanced financial planning support to women of ultra-high net worth.
Fall 2021 – Present
Wealth Advisor and Certified Financial Planner™ Practitioner • Founder • Contemporary Financial Planning
Fall 2019 – Present
Certified Divorce Financial Analyst® • Founder • BagLady Divorce
Fall 2002 – Fall 2019
Wealth Advisor • Co-Founder • Ullmann Brown Wealth Advisors
Financial Advisor • Robert W. Baird
Offshore Mutual Fund Trader • Merrill Lynch
Mutual Fund Pricing Associate • Merrill Lynch
EDUCATION & CERTIFICATIONS
ADVANCED COLLABORATIVE DIVORCE TRAINING, 2023
COLLABORATIVE FINANCIAL NEUTRAL, 2020
CERTIFIED DIVORCE FINANCIAL ANALYST®, 2013
CERTIFIED FINANCIAL PLANNER™ PRACTITIONER, 2005
UNIVERSITY OF NORTH FLORIDA, B.A. IN FINANCE, 1999