Dee Tomasetti, CFP®

Dee serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly two decades of experience in the financial services industry, Dee has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Dee served as a Vice President and Financial Advisor at a small independent investment advisory firm in North Bethesda, where she helped her clients achieve goals pertaining to all areas of their financial lives.

Dee received her Bachelor of Science degree from the University of Massachusetts Amherst, and her Master of Business Administration degree from George Washington University. She is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Dee lives in North Potomac, Maryland, where she raised her two amazing daughters, Jessica and Hannah. When not at work, Dee enjoys spending time with friends and family, exercising (especially biking), traveling and volunteering at various local organizations (most frequently as a tax preparer for low-income individuals).