About
Dionne is a wealth manager with 17 years of experience in finance, accounting, and management with Walmart. Her background includes working in store management, internal audit, financial controls, accounting, project management, governance, risk, and controls. Dionne has always possessed a passion for understanding money and working toward financial stability for her family's future. She also has the desire to have more of a direct impact on the lives of others, which made the transition to wealth management an ideal next step.
Dionne most enjoys building long-lasting relationships with her clients and helping them define and accomplish their goals. Dionne strives to make sure clients feel heard and that she understands their unique stories. She works to ensure clients understand the financial and investment world in terms they understand. She also celebrates the wins with her clients; Dionne wants to meet you where you are today, and help you get to where you want to be.
In her free time, Dionne spends lots of time with her husband and son, as well as her extended family. She enjoys traveling, crafting, decorating, fellowship, and singing in church. She also looks to support philanthropic activities in the community and sits on the board for Project Will.
She holds the series 66 registration, life, and health insurance licenses.