DeeDee Baze, CFP®, Enrolled Agent (EA)
Managing Partner, Advisory Division
DeeDee Baze, CFP® and Enrolled Agent (EA),
Managing Partner of Financial Advisory, Retirement Planning Services at DeMar Consulting Group, where she provides expert guidance in retirement tax planning, wealth management, and financial strategies.
She is the founder of Alphemita Financial Services (now DCG Advisory), a woman-led firm dedicated to comprehensive financial planning, investment advising, and proactive tax planning and preparation.
DeeDee specializes in helping clients craft resilient retirement plans, ensuring a smooth transition from accumulation to distribution while minimizing tax burdens and maximizing financial security. Schedule a consultation here to discuss your personalized retirement strategy.
Her primary focus is empowering individuals to take control of their financial futures, particularly during the transition into retirement, by delivering personalized, expert advice to help them navigate their journey with clarity and confidence.
Committed to fostering a supportive and inclusive environment, she ensures clients feel heard, understood, and equipped with the knowledge to make informed financial decisions.
Prior to founding Alphemita Financial Services in November 2020 as a fee-only firm, DeeDee served as a Financial Advisor at Elevations Credit Union and held key roles at Celadon Wealth Management, Allstate, and New York Life Insurance Company.
She holds a B.S. in Education from Oklahoma State University and is both a CERTIFIED FINANCIAL PLANNER™ Professional and an Enrolled Agent (EA).
As an integral managing partner at DeMar Consulting Group, DeeDee also supports the firm’s tax division with her extensive expertise, elevating the company’s commitment to excellence in client service.
