 DeAnn Y. Johnson, Chief Operating Officer and Managing Director of Client Relations, assists Joe Gordon on client service delivery to ensure that every client enjoys the same consistent high-level experience. She is the firm's concierge of client entertaining. She oversees all office management and facilitates outsourcing relationships with all vendors including information technology.
DeAnn works closely with Joe Gordon on the high net worth client service side in implementing various tax favored strategies utilizing life insurance, annuity and life settlement programs. She focuses in helping clients examine the need for long-term care insurance to protect their wealth and other advanced planning techniques for high net worth clients. DeAnn is an owner/partner of Strategic Financial Management, Inc., an affiliate of Gordon Asset Management, LLC.
DeAnn holds the Long-Term Care Professional ("LTCP") designation. She also maintains her Life Accident & Health insurance license as well as her Medicare Supplement/Long Term Care license.
A graduate of Louisburg College, DeAnn has over 11 years with the firm.
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