Deanna Hoag Roth is the Vice President of Sales & Business Development for The Roth Companies. She has worked extensively in the field of sales and client relationship management. Deanna holds a degree in Business Administration with her studies at the University of Kansas. She has sales training in the medical industry as well as the financial industry. Through her graduate work she has achieved the CAP designation. The Chartered Advisors in Philanthropy (CAP) offers the knowledge and tools to help clients articulate and advance their highest aspirations for self, family, and society with tax reduction strategies in the philanthropic world.. She also achieved her Certified Exit Planner (CExP) with the Business Enterprise Institute. This designation specializes in helping business owners plan for the success, growth and exit of their business and to assist with avoiding retirement mistakes for the future of the business owner.
Deanna’s extensive sales background, as well as her commitment to customer service, is a tremendous asset 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 executives to create awareness, increase revenue, and keep them top of mind. Deanna has also worked with physicians and their offices in controlling their receivables as well as working on strategies to improve customer service within their practice and surgery centers. Her focus was to establish new relationships and contracts with physicians, surgery centers, and hospitals.
Deanna has assisted Duane Roth with lectures on financial topics at private and public workshops across the Midwest. These Retirement and Tax Planning presentations have been attended in the St. Louis Metro and Kansas City Metro area by over 6,000 retirees.
The Roth Companies provides comprehensive wealth management services to its clients, including investment planning and management, estate planning techniques, retirement planning, annuity advice and insurance selection, long-term care planning, and tax reduction strategies. The firm has developed unique strategies to accumulate, protect, and transfer assets effectively for high net worth clients. The firm focuses on helping pre-retirees, retirees, and business owners avoid the most common financial mistakes.
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 has four grown children that she adores and spends as much time as she can with them.