Director of Client Relations
Debbie’s career in the financial industry began at A.G. Edwards in 2000. Since then, she had the opportunity to learn and be exposed to various firms and advising structures, really enjoying her growth process. So much so that she eventually studied and passed the Series 7 and Series 66 exams, which completed the requirements to work as a Registered Assistant. In 2011, she was proudly awarded the Distinguished Service Award.
Debbie finds it very rewarding to help people, her favorite part of the job. Clients come to their advising firm in times of joy, such as a birth of a grandchild or retirement, and in times of sorrow, at the death of a parent or a spouse. She is grateful to help clients in these times, decoding the language and paperwork.
Debbie is the mom to two daughters, a Grandma of five exceptional grandchildren, and a great-grandma to two precious babies! Away from the office, she really enjoys cooking, jigsaw puzzles, camping, museums, and music.