What is the best advice you have ever received? We put a man on the moon before we put wheels on luggage. There are always new ideas, and there is always room for creativity and innovation. You just have to dig for it.
Where is your next adventure? Ever since I was a little girl, I wanted to go on an orchid hunting expedition in Madagascar. I’m hoping to make that a reality very soon!
The best part of working for Acorn is: hearing our clients’ life stories and travel adventures. We work with so many incredible, accomplished people. They have built their own empires, explored the world, and nurtured amazing families. They inspire me daily.
One day, I would really like to: open a flower shop.
Best book of all time? Nine Stories by J.D. Salinger and The Great Gatsby by F. Scott Fitzgerald are always top of my list.
DeAnna joined the Acorn family in January 2015. She currently supervises the tax team on identifying and solving complex tax issues for personal and corporate tax clients, ensuring a smooth transition from strategy to execution. As a liaison between Acorn’s team of experts and our valued clients, she ensures you are receiving proactive tax planning and creative business and advisory solutions throughout the year. DeAnna assumes responsibility for the smooth flow of tax preparation by communicating status updates between staff and clients. She also focuses on growing and developing the organization’s team of tax professionals and drives the development of new business.
She received her undergraduate degree, cum laude, from Cornell University in 2012 and her Master’s degree from Virginia Tech in 2014.
In her spare time, DeAnna enjoys hiking, playing tennis, globetrotting, and cooking dishes inspired by her travels.
TD Ameritrade »
Login to view your Acorn Client accounts held at TD Ameritrade.
Acorn Client Login »
Login to view your Acorn Client account and add or update your e-delivery preferences.
Loring Ward »
View your custom portfolio allocation, and sign up for e-delivery of your quarterly summaries.
Schwab Alliance »
Login to view your Schwab account and add or update your e-delivery preferences.
Login to view your Pershing account and add or update your e-delivery preferences.