Deanna Gephart (Dee) began her career in the financial services industry in 1983 and spent 9 years in Baltimore, MD before returning to her home state of Pennsylvania. With a total of 39 years working with major wire houses (Alex. Brown & Sons, Kidder Peabody, Merrill Lynch) as well as a hybrid firm which then revealed the many benefits of the independent route. She and Joe formed Gephart Moyer Financial Advisors in 2014 to offer professional advice, products, and services to clients.
Dee is very passionate about the many benefits of financial planning. “Much like a map helps you reach your destination on a road trip; a financial plan helps you pursue your goals during life.” She believes that a well-constructed financial plan is an important tool used to monitor client’s efforts as she works collaboratively on their unique goals. That plan becomes the framework through which many important financial decisions can be viewed allowing for a more informed decision on a myriad of topics.
Dee obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2006. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill requirements in: experience, ethics, and continuing education.
Dee, in her individual capacity, is a licensed insurance agent, and may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Ms. Gephart to purchase insurance products on a commission basis.
She volunteers for several local charities including the Central PA Food Bank, the James V. Brown Library, and the Lycoming Audubon Society.
Dee and her husband, Tony, enjoy spending time outdoors, are avid golfers and reside in Montoursville, PA.
Dee’s Mission Statement: Planning for your future…together