Amy Trotter is dedicated to helping clients of Trotter Wealth Management Group prioritize and pursue their financial goals. By leveraging the resources of one of the nation’s largest financial services companies, she works tirelessly to help clients not only stay on top of their finances but also feel empowered about their future. Whether constructing an investment strategy that aligns with their aspirations, designing a retirement plan to help ensure a steady income, or navigating the many financial options available, Amy is dedicated to providing the personalized attention and care that her clients truly deserve.



Amy’s career in financial services began in the late 1980s with her role as a bond trader at A.G. Edwards and Sons (a predecessor firm of Wells Fargo Advisors) in St. Louis, Missouri. She ultimately became the Assistant Vice President of zero-coupon bond trading in St. Louis, which led her to her next opportunity. Amy then transitioned to trading bonds in Chicago, where she eventually became the Vice President over U.S. government zero-coupon bond trading for EVEREN Securities; another Wells Fargo Advisors predecessor firm. She served as EVEREN’s VP until 2000, when she started with Wells Fargo Advisors. Amy was a Partner for over two decades at the Wells Fargo Advisors Barrington branch before deciding to start her own practice, Trotter Wealth Management Group, in 2022. She holds that this decision was fueled by the desire to allocate her team’s resources more efficiently to enhance focus specifically on her clients.


Amy received her B.S. in Finance from the University of Illinois at Urbana-Champaign College of Commerce and Business Administration (now the Gies College of Business) in 1988. She holds FINRA Series 7, 24, 63 and 65 securities registrations as well as insurance and long-term care licenses. She is a Wells Fargo Advisors Platinum Council member and has been awarded as such annually since 2011. Amy was one of Forbes' Best-In-State Wealth Advisors in 2019 and 2020 and has been one of Forbes’ Best-In-State Top Women Wealth Advisors consecutively since 2022. This year, her team was also recognized as a whole on Forbes’ Best-In-State Top Wealth Management Teams list. Additionally, she received the Working Mother’s Top Wealth Advisor Moms award in 2019, acknowledging her accomplishments as a working mother.


Amy lives in Kildeer with her husband, Dan. They have three children - Katherine, Jack, and Maggie. When she’s not working, Amy loves to spend time with her family. Every year, she plans a trip for and travels with over 50 extended family members.




2011-2023 Wells Fargo Advisors Platinum Council Member.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

2024 Wells Fargo Advisors Sapphire Council Platinum Advisor.

The Sapphire Council distinction is held by a select group of Platinum Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.

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 (Workingmother.com).

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 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 (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 (Forbes.com).

The Forbes Best-in-State 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 for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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 (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 (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 (Forbes.com).

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Forbes.com).

The Forbes Top Women Wealth Advisors Best-in-State 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 for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Forbes.com).

The Forbes Best-in-State Wealth Management Teams 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 for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

DeAnna Klokkenga takes a highly personalized approach to investment planning, providing tailored solutions for the unique needs of each client. With diversified wealth management strategies, she strives to empower families to effectively acquire, grow, and preserve their assets for generations to come. DeAnna’s in-depth understanding of financial wellness equips clients to navigate their monetary journeys with confidence and assurance.

DeAnna particularly enjoys assisting and supporting women in their financial decisions. She understands that women often prioritize others over themselves, which can make navigating financial uncertainty a significant challenge. DeAnna provides guidance to women and their families who are balancing work and personal commitments, helping them to feel more confident in their financial choices. DeAnna offers thoughtful advice and resources to help clients gain clarity as they journey through various phases of life – getting married, starting a family, buying a home, investing for retirement, and preparing for life's uncertainties.

Before entering the workforce, DeAnna received her bachelor’s degree from Southeast Missouri State University. From there, DeAnna built a successful career in financial planning since joining the industry in 1999. She is equipped with multiple FINRA registrations, specifically Series 7, Series 66, and Series 24, which demonstrate her expertise in securities trading, investment advisory services, and compliance. In her commitment to providing comprehensive financial guidance, DeAnna has earned the distinguished CERTIFIED FINANCIAL PLANNER™ designation, awarded by the Certified Financial Planner Board of Standards. This certification signifies her extensive knowledge in wealth management and her adherence to ethical standards. Additionally, she holds the Chartered Retirement Planning Counselor designation, further enhancing her ability to assist clients in preparing for a secure and fulfilling retirement.

DeAnna is a resident of Arlington Heights with her husband, Steve, and their daughter, Breanna. Outside of the office, DeAnna enjoys watching her daughter’s sporting events and traveling together as a family.

Zachary Dalzell brings an energetic, comprehensive approach to supporting the clients of Trotter Wealth Management Group. Zach deeply values his relationships with clients and enjoys catering to their unique needs. Zach recognizes the significant impact that financial planning has on families and cherishes his role in preserving their wealth over time.


Before transitioning to the Advising side of Finance, Zach managed our team operations as Senior Client Associate, providing him with extensive experience in the industry over the past decade. After gaining his FINRA Series 7 and Series 66 registrations, Zach was equipped to provide clients with financial guidance.


Zach comes from a background of educators and corroborates the importance of financial literacy. He is passionate about enabling clients with the information and guidance that they need in pursuing financial confidence. A University of Illinois at Urbana-Champaign graduate, Zach has always had an interest in general economics and finance, particularly as they relate to world history and current events. Zach’s experience in Finance began in the banking sector, initiating his in-depth understanding of asset management and financial wellness.


Originally from Crystal Lake, Zach returned to his roots in the Chicagoland area after graduating college. In his free time, Zach enjoys watching Illini sporting events with his wife, Nicole, as they are both Illinois Alumni and avid fans. Zach and Nicole live in Huntley with their cat, Abu (Boo). They plan to stay in the area and start their family together.