OUR TEAMConcierge Management

Some families desire services that go beyond the core Family Office deliverables. These services can include comprehensive asset accounting and reporting… family financial statements… banking relationships… credit card and check book management… bill paying… organization and maintenance of financial documents… special event planning… travel arrangements… or home and pet care. Whatever the need… there’s a good chance we can take care of it to free our families to enjoy a worry free quality of life. Our concierge specialist screens, approves and oversees all special service providers for integrity and reliability.

Deanna Carroll

Deanna “Dee” Carroll received both her Bachelor’s and Master’s Degrees in Education, Business and Career Development from the University of Nebraska and currently serves as Director of Operations for Carrington Wealth Advisors. Dee has a passion for small business and has a history of successfully building a number of businesses. Her passion is to provide support services in a high integrity environment that achieves success for the team and gives value to each member of the team… starting with the families they serve. Dee also serves CWA as concierge specialist tapping her extensive network to help families with a variety of special requests. Helping client families fulfill special needs and improve their quality of life gives Dee great satisfaction. She and her husband Ben founded the International Student Foundation that provides scholarships, mentoring and and leadership training for orphaned and aged-out foster care students. Ben and Dee reside in Granbury, Texas. They are blessed with four sons and three grandchildren.