Through three distinct stages of vision, strategic solution planning, and decision-making we ease our clients mind by making their planning comprehensive and stress-free. Don’t go on the most important journey of your life without a guide. Let DDI Financial Services help you plan a safe and enjoyable retirement – for life.

Copyright
© 2014 | DDI Financial Services

Address

P.O. Box 250107 Plano, TX 75024

Patricia Kelly
Chief Financial Officer

Patricia’s authorative comprehension of accounting, licensing, compliance and contracting have made her an invaluable asset to DDI Financial Services since 1999. Working her way up the ranks (from Receptionist to Client Services Specialist, and Excecutive Assistant to Comptroller), Patricia has ingratitated herself to the DDI success story from the ground-floor up.aph here.

Richard "Dickie" Dean
President + Chief Executive Officer

Dickie’s extensive background in the financial services industry act to guide DDI’s clients to the specialized solutions needed for a safe passage to long-term financial success, a lasting legacy, and most importantly, a peace of mind.

With over 30 years of experience in estate planning and wealth transfer, Dickie has earned a Lifetime Membership, and "Top of the Table" status, in the "Million Dollar Round Table" (MDRT), an international association of the world's leading insurance and financial services professionals comprised of nearly 36,000 members, from more than 430 companies in 78 countries. Like the elite members of this century-old organization, Dickie demonstrates exemplary professional knowledge, the highest ethical standards and empassioned client services. His inrefutable reputation has also secured his admittance into Ed Slott's "Master Elite IRA Advisor Group," an exclusive community of the industry's highest level producers that have been in business for 20+ years, with an average of 230 clients and nearly $50,000,000 in assets under management. As a member of this consortium, Dickie stays well-informed on all changes to tax law – updates that can critically affect DDI client retirement decisions.

Jaydee Dean
Senior Solution Associate
​
 A 4th generation insurance sales professional, Jaydee studied Business Administration and Financing at Tulsa Community College before joining DDI Financial Services in 2012. Jaydee passionately and consistently embodies the ideal combination of both the traditional financial practitioner and informed champion for an ever-changing financial landscape – resolutely assisting DDI clients to plan and execute prosperous retirements. 

Brayden Black
Senior Regional Solution Associate

Following his Corporate Communications, Philosophy, and Ethics studies at Washburn University, Brayden obtained his license to practice insurance in 2012. Drawing on generations of guidance, and an enthusiastic athletic background, Brayden has ambitiously demonstrated the value of teamwork, persistence and tireless effort. Brayden’s productive energy has contributed to the successful expansion of DDI’s services.

Danielle Good
Vice President + Senior Associate 

A Kansas native, with a sweeping background in banking and estate planning, Danielle has been a dedicated advocate for DDI Financial Services clients since 2003. Danielle’s command of individualized case designing, client onboarding, initial provider communique and underwriting, as well as a thorough client services cultivization, have afforded her the deserved trust of DDI clients and colleagues alike.

Jerra Rae Dean
Office Manager

Anyone who has engaged with DDI Financial Services knows that Jerra Rae does it all. Since 2005, Jerra Rae has gracefully delivered on the complexities of DDI Client Relations, Information Technologies and Administrative Management. Jerra Rae is a devoted to providing the institutionally sound, and “people first” company, which DDI’s clients, partners and associates have come to count on.

At DDI Financial we take pride in providing our clients with financial security and peace of mind during times of mounting concern and uncertainty.  It is our pleasure to assist our clients in solving their current financial challenges as well as their long-term goals.

We understand that there are few things in life that bring more satisfaction and comfort to an individual than financial peace and security. We take great pride in assessing your financial situation and goals.