415 North Main Street
Bringing a holistic, client-centered approach to financial planning and wealth management
It's all about your values and goalsOur relationship should be based on mutual trust and respectFull financial disclosure is a vital part of the processCollaboration will enhance the outcomeTransparency is important in the relationship Expect INTEGRITY, COMMITMENT, SOLUTIONS
Securities licenses—Series 6, 7, 26, 63, 65Life & Disability Insurance LicensesChartered Retirement Plans SpecialistSecurities licenses since 1999B.S. from Utah State University
Delanie has been married to her husband Todd for 31 years; they have three daughters, three son-in-laws and six grandchildren. She enjoys reading, camping, and hiking. Delanie has been securities licensed and working in the financial services industry since 1999. She graduated from Utah State University with a B.S. in Business and has received the CRPS (Chartered Retirement Plan Specialist) designation from the College for Financial Planning. She has been active in her community, and served on the local school board for fourteen years.