Deborah works closely with financial advisors Patty Hammond, CFP® and Jonathan Meaney, CFP®. She plans and prepares client presentations, conducts investment research, initiates account paperwork and facilitates client requests.
Deborah’s breadth of experience, combined with her results-oriented approach and commitment to excellence, ensure that clients’ expectations are surpassed. In her previous positions with Nestlé, and most recently Nuvista, she analyzed financial statements for opportunities and waste, evaluated alternatives, developed and implemented strategic business plans and built relationships with clients and a network of professionals.
A graduate of Queen’s University in Canada with a Bachelor of Arts Degree in Psychology, Deborah recently passed the CERTIFIED FINANCIAL PLANNER™ certification exam after completing the Financial Planning Certificate Program at Southern Methodist University. She holds the Series 7 and Series 66 licenses.
Deborah lives in University Park with her husband, Harold, and their three children. Deborah is a member of Young Men’s Service League with her sons and is actively involved in her children’s school. She enjoys traveling, running and spending time with family and friends.