Video 3: Ana’s Story:
Redefining Success in Financial Services
Why you don’t have to fit a mold to thrive in this career.
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I’d love to hear about where you’re at and help you figure out if this is the right move for you.
OUR CEO
Deana Jackson
In 2008, I was deep in the ICU at UCLA, working long shifts as a nurse, often on complex liver transplants. Helping patients was incredibly fulfilling, but there was this lingering question: Was there a way to have more freedom, build financial security, and create something truly my own?
One day, a financial advisor introduced me to a new path I’d never considered. I was hesitant to leave nursing—a career I had dedicated myself to—but what if this was a way to help others while also securing my own future? Just a few months later, I took the leap and became an independent financial advisor.
Fast-forward to 2016: I had built a thriving business, empowered countless families to secure their financial futures, trained new advisors, and earned industry recognition. Along the way, I met others just like me—people ready to create something lasting for their families.
My great-grandparents came to America with a dream—a belief in creating a better life. And I believe that dream is still alive for anyone willing to reach for it. For me, the financial industry opened doors to freedom and purpose, and it could be the key to your future too.
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