Debra (Debbi) Mowery, CFP®
Debbi Mowery works with her clients to create a personalized financial strategy that includes investment and financial management, as well as college and retirement planning. Relationships built on honesty, integrity and respect are at the heart of every interaction Debbi has.
Debbi utilizes a comprehensive approach to help clients meet their financial goals regardless of age or stage of life. As life happens, Debbi will coach and educate her clients through the adjustments and changes that are needed. Debbi’s goal is to empower her clients to feel confident and make smart decisions about their money while keeping in mind what is most important to them.
Debbi began her career as a Financial Advisor in 2012. She is currently an investment advisor representative with Concourse Financial Group Advisors and is also licensed in insurance (life, health, and annuities). Debbi earned a bachelor’s degree from Virginia Tech and a master’s degree from JMU.
Debbi and her husband are the parents of two young adults.