About Debbie
Debbie supports the Wyomissing office by providing necessary custodian documents, processing account openings, and ensuring all monetary requests are complete. She doesn’t stop until the job is done, ensuring she and her team have addressed and completed all client requests. For Debbie, watching clients reach their financial goals is incredibly rewarding. She prides herself on connecting with clients, understanding their needs, and establishing trusting relationships.
Debbie has been married to her high school sweetheart for 35 years. They have two beautiful daughters, Rosemarie and Kayla. She enjoys spending time with family, vacationing on the beach in the Outer Banks of North Carolina, reading a good book, and crocheting.
Education and Professional Milestones
-Has worked in client service in the wealth management industry since 2001.
-Has also held roles at Bieber Bus Company, White Star Travel, and Jerome P. Lamanna.
Debbie supports the Wyomissing office by providing necessary custodian documents, processing account openings, and ensuring all monetary requests are complete. She doesn’t stop until the job is done, ensuring she and her team have addressed and completed all client requests. For Debbie, watching clients reach their financial goals is incredibly rewarding. She prides herself on connecting with clients, understanding their needs, and establishing trusting relationships.
Debbie has been married to her high school sweetheart for 35 years. They have two beautiful daughters, Rosemarie and Kayla. She enjoys spending time with family, vacationing on the beach in the Outer Banks of North Carolina, reading a good book, and crocheting.
Education and Professional Milestones
-Has worked in client service in the wealth management industry since 2001.
-Has also held roles at Bieber Bus Company, White Star Travel, and Jerome P. Lamanna.