Denise Yagoda

Denise Yagoda is a seasoned financial services professional with more than 30 years of experience in wealth management, trust administration, and private banking. In her role at Secure Planning Group, she serves as a dedicated client relationship manager, leveraging her deep industry knowledge to build meaningful connections with clients and deliver an exceptional service experience with the highest level of professionalism and confidentiality. Denise has been a valued member of the Secure Planning Group team for more than 10 years.

Prior to joining Secure Planning Group, Denise held senior leadership positions in Personal and Charitable Trust Services and Private Banking. Her broad background across client service, operations, and trust administration gives her a unique ability to anticipate client needs and provide thoughtful, informed support at every touchpoint.

Denise earned her Bachelor of Science degree in Business Administration and Accounting from the University of North Carolina at Chapel Hill. She also holds a Certificate with Honors in Trust Administration from the Central Atlantic School of Trust at Bucknell University.

Denise is married with two adult daughters. She enjoys spending time traveling, hiking, and attending concerts. She is an avid cook, baker, and mahjong player, and is committed to a healthy lifestyle that includes time at the gym, running, and playing pickleball.