Staff
Deanna L Heldenbrand
Director of Client Services
dee.heldenbrand@nmfn.com
(847) 663-7778
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Office hours 7:30-4:00
Ever since graduation from The Ohio State University in 2003 with her MBA, Dee has been in the financial services industry. She joined our team in September of 2005 and has become the Director of Client Services. To best serve your needs, Dee is fully licensed in life and health insurance and has obtained her Series 6, 7 and 66 securities licenses. Dee's commitment to customer service and diligence in exceeding expectations has made her a most valuable member of the team.
Alex regards clients' financial security among the most important issues and so does his professional team with its focus on understanding and serving each individual client. Call whenever you have a question, concern or need. Alex and Dee are eager to help.
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How can Dee help you?
- Resource for answering any questions on existing investment accounts or the opening of investment accounts
- Process securities orders and any miscellaneous requests
- Process allocation changes and transfers
- Assist with 401k and IRA rollovers
- Establishing on-line access to security accounts
- Insurance applications and servicing requests - such as beneficiary changes, cash value quotes, etc.
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