Debbi 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 has experience working with families, women and retirees.
Debbi has more than 20 years of experience in the financial industry and is an investment advisor representative with ProEquities, Inc. Debbi is also licensed in insurance (life, health & annuities). Debbi earned a Bachelor’s degree from VA Tech and then a Master’s degree from JMU.
Debbi and her family are active members of Bridgewater United Methodist Church. The activities of her two high school age children keep them busy (golf, soccer, horses and school clubs).