Client Service Associate
Debbie brings over ten years of exceptional client service experience in the financial services industry. Throughout her professional career, she has worked in multiple wealth management firms of different size and structure.
Debbie is responsible for assisting clients with new account setup, account maintenance, move money requests, meeting preparation, and building a strong rapport to meet our client's needs.
When she is not in the office assisting clients, she enjoys spending time with her partner Dustin and her three-year-old daughter Emma.