About Us

Amy Trotter is dedicated to helping clients of Trotter Wealth Management Group prioritize and pursue their financial goals. Through clear and frequent communication and utilizing the resources of one of the nation's largest financial services companies, she endeavors to help clients stay on top of their finances and in control of their future. Whether helping with an investment strategy that complements their goals, a retirement plan designed to generate income or a choice involving the innumerable financial vehicles in the marketplace, Amy gives clients the attention and service they deserve.

Amy's financial services experience includes a background in bond trading, which she brings to her role as a financial advisor. Before starting with Wells Fargo Advisors in 2000, she served as Vice President over U.S. government zero-coupon bond trading for EVEREN Securities, a Wells Fargo Advisors predecessor firm. In the late 1980s and early 1990s, she was an Associate Vice President supervising zero coupon trading at A.G. Edwards and Sons (another predecessor firm of Wells Fargo Advisors).
Amy has a bachelor's degree in finance from the University of Illinois Champaign-Urbana. She holds Series 7, 24, 63 and 65 securities registrations and insurance and long-term care licenses. She is a Wells Fargo Advisors Platinum Council recipient awarded in 2011 to 2021. Amy was one of the recipients of the Forbes Best in State Wealth Advisors in 2019 and 2020 and Best in State Top Women Wealth Advisors for 2022 to 2024. She was also the recipient of the Working Mother’s Top Wealth Advisor award in 2019 as seen in SW Lake magazine recognizing her accomplishments as a working mother
Amy's many community involvements include membership in The Hope Collective, supporting the local food pantry, and supporting a number of other local humanitarian organizations. Amy lives in Kildeer with her husband, Dan. They have three children - Katherine, Jack, and Maggie. In her free time, Amy loves spending time with her family. Every year, she plans a trip for and travels with over 50 extended family members.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determine recipients

The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other Criteria by SHOOK Research, LLC. Investment performance is not a criterion.
2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Workingmother.com). 

The Forbes Best-In-State Wealth Advisors and Best in State Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.  Self-completed survey was used.  
2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com).

2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com).

2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). 

2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com).

2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 

DeAnna Klokkenga takes a personalized approach to investment planning that offers solutions to every client’s unique situation. Using a comprehensive approach to wealth management, DeAnna provides investment planning and financial expertise to help families acquire, grow and preserve wealth for future generations.

DeAnna especially enjoys helping and supporting women in their financial decisions. She knows that women often put others before themselves – making financial uncertainty a real challenge. She advises women and their families who are busy with work and personal obligations providing more confidence in their financial decisions. DeAnna helps clients through every stage of life – getting married, starting a family, buying a home, investing for retirement and being prepared for the uncertainties of life. She offers thoughtful advice and guidance to help clients find the clarity and resources they need along life’s journey.

DeAnna has been in the investment planning industry since 1999. She holds the FINRA Series 7, 66 and Series 24 registrations. She holds the CERTIFIED FINANCIAL PLANNER™ professional certification awarded by the Certified Financial Planner Board of Standards, as well as the Chartered Retirement Planning Counselor designation. She received her bachelor’s degree from Southeast Missouri State University.

DeAnna is a resident of Arlington Heights with her husband, Steve, and their daughter. She is involved with multiple charitable organizations including PAWS and St. Jude Children’s Research Hospital.

Zachary Dalzell brings an energetic, proactive approach to support for the clients of the Trotter Wealth Management Group. Zach deeply values his relationships with clients and enjoys caring for their financial needs. Zach sees and appreciates the long-term impact of investment planning for families – impacting generations.

Zach takes care of any and all office administration needs. His role is to ensuring clients have the tools and information they need - all with a personal touch. Zach also holds his Series 7 and Series 66 registrations and supports the team’s Advisors whenever needed.

A graduate of the University of Illinois Champaign-Urbana, Zach has always had an interest in general economics and finance particularly as it relates to world history. His previous work experience includes the banking side of the financial services industry, providing him with a holistic viewpoint regarding each client's financial life. He is dedicated to helping deliver a high level of client service and extending the team's family-like culture to include clients.

Zach has a personal interest in both photography and computers. He specializes in concert and nature photography and has built computers from scratch. He is originally from Crystal Lake and came to the Chicago area after college to return to his roots in the region. Zach and his wife, Nicole, live in Huntley with their cat, Abu (Boo).