Stepright Capital Planning Inc.

Deirdre Branchaud

dee-jpegOffice Manager

She was anxious to support him by taking on the responsibility of ensuring the many tasks related to operating an efficient business were completed to the high standards Lynn and Wayne had established for their financial services company.

Deirdre’s goal is for all Stepright clients to be “raving fans” of the services they offer. She wants clients to feel that they are part of the Stepright family whose primary mission is to help people to maximize the funds they have dedicated to their financial future and that of their loved ones. Deirdre is available to assist clients with their inquiries and processing of banking information, name, address, and beneficiary changes; ordering loans and dividends, and setting appointments with advisors.

Deirdre is active in the surrounding community and is a member of the St. George Lions Club. She also is an active member of Beta Sigma Phi Sorority. Deirdre enjoys golfing with Wayne, traveling in their recreational vehicle, and reading as her family relaxes around her.