Debbie is a numbers cruncher at heart. She looks at numbers as the keys to unlock the paths fo financial goals and independence. The passion for numbers came while earning her AA in accounting from Thomas More College in Ft. Mitchell Kentucky. The school has since been renamed Thomas More University. After graduating, this born and raised lady from Kentucky relocated to Leesburg Florida.
Debbi's career started in the 1980s within the banking industry holding positions from bookkeeping to heading the Residential Morgage department. While in banking, she realized that she could not fully assist her clients with comprehensive financial strategies to reach their goals and financial independence. After 30 years, Debbie left banking and for her it was a natural transition into Financial Planning. She is licensed with Series 7and.66 held through LPL Financial.
Debbie really enjoys working with her clients because many of them are multi-generational. She is passionate about navigating them through many of life's delicate events such as divorce, funding for college, aging parents, retirement transition as well as death. Her passion comes from her personally experiencing these events and using her wisdom to guide her clients through the next stages.
There are two accomplishments Debbie is most proud of.
First when she became the 2007 Florida Amateur Cutting Horse Champion.
Second, earning the title Warrior from beating the Breast Cancer she was diagnosed with in July 2019.
Community Involvement
2016 - Member of the Board of Governors for Debary Golf and Country Club
2018- Chairman or the Board of Governors Debary Golf and Country Club
Personal
Debbie has one daughter and one grandson who live in Longwood. Debbie lives happily with Simon whom she married in September of 2017.
