Debbie loves listening to our clients, uncovering their needs, and providing prompt solutions. She strives to create an excellent client experience by always putting their needs first. As an Investment Advisor Representative with a Series 65 license, Debbie is responsible for investment trades in our clients’ accounts. She also handles client deposits and withdrawals, as well as a variety of technical issues related to investment account management.
She has a bachelor’s degree in Marketing from University of Arizona. For ten years she specialized in investment trading and risk review at Charles Schwab, working her way up to become a Senior Registered Broker. Then she worked in portfolio management at TD Ameritrade for eight years, where she became a Managed Portfolio Operations Specialist and an expert in new account operations.
On a personal note…
- Debbie was born in Pennsylvania and grew up in Delaware, often spending summers with her cousins on the Jersey Shore in Atlantic City.
- She loves spending time her husband, two sons, and three cats.
- For years they dreamed of living in Las Vegas and were excited to finally move here in 2016. They love anything Vegas and especially enjoy exploring adventurous places to eat.
- Debbie and her husband started, owned and operated a coffee bean roasting company, which sold premium coffee beans online and to gourmet grocery stores.