Deanna H. Roth, CAP, CExP
Wealth Planning and Business Advisory
Deanna Roth, Vice President of The Roth Companies, Inc., has worked extensively in business development, philanthropic, tax planning, and business advisory. Deanna holds a degree in Business with her studies at the University of Kansas. Her past professional experience in the medical industry catapulted her to focus her efforts within the financial services profession allowing her to serve clients more effectively with their life planning issues.
After completing her degree in Business, she went on to finish her graduate degree at The American College to become a Chartered Advisor in Philanthropy (CAP). Deanna specializes with business owners and is a Certified Exit Planner (CExP). She helps our clients with business continuity, maximizing value, key executive design, ownership transfers and family planning. She is also an insurance licensed professional.
Deanna’s extensive business background, as well as her commitment to client service, are tremendous assets for The Roth Companies. Prior to The Roth Companies, Deanna co-founded BenefitBar which is a company that helps non-profits, charities and for-profits connect, communicate and generate revenue. She worked with CEOs and executive boards to create awareness, increase revenue and keep them top of mind. Deanna has worked with physicians in controlling their receivables, as well as working on strategies to improve patient service within their practice and surgery centers. These experiences lead to the development and advanced training she completed in estate, tax, and business succession planning for high net worth clients.
Deanna is a sports enthusiast and avid fitness buff. She cheered in college at the University of Kansas and won many fitness competitions. She has taught fitness classes for several decades to inspire others to be their best. She also started a cheerleading facility to mentor young girls and help them build confidence within themselves. Deanna has worked with several charities through her efforts with BenefitBar trying to make a difference. She loves spending time with her husband and four children.