About Debbie
Debbie works closely with the Focus Partners Wealth advisory team to help clients design financial plans that align with their goals, values, and lifestyles. She loves asking the right questions, breaking down complex topics into bite-sized insights, and helping clients turn what once felt overwhelming into something achievable and empowering. Whether it's retirement planning, investment strategy, tax considerations, or estate planning, Debbie and the team support clients every step of the way and help ensure they always feel informed and confident in their decisions.
Debbie got into financial planning after years of personal financial planning and over a decade of developing financial professionals through training, coaching, and curriculum design. Before joining Focus Partners in 2025, Debbie worked at Edward Jones, TD Ameritrade, Scottrade, and PNC Bank in roles ranging from Active Trader and Personal Banker to Learning and Development Specialist—experiences that shaped her detail-oriented, client-first approach.
Outside of work, Debbie is married and has two amazing boys who keep her and her spouse laughing, learning, and constantly moving. The family is a big fan of the outdoors—on most weekends, you’ll find them at the park, in the pool, or chasing one another around the backyard. They also make an annual escape to Florida in the spring or fall to soak up some sunshine, recharge, and try to remember what it’s like to sit still (at least for a few minutes).
Education and Professional Milestones
-University of Missouri-St. Louis - bachelor’s degree in business administration with an emphasis in finance
-Webster University – master’s degree in finance
-Series 7, 63, and 66 license holder
Debbie works closely with the Focus Partners Wealth advisory team to help clients design financial plans that align with their goals, values, and lifestyles. She loves asking the right questions, breaking down complex topics into bite-sized insights, and helping clients turn what once felt overwhelming into something achievable and empowering. Whether it's retirement planning, investment strategy, tax considerations, or estate planning, Debbie and the team support clients every step of the way and help ensure they always feel informed and confident in their decisions.
Debbie got into financial planning after years of personal financial planning and over a decade of developing financial professionals through training, coaching, and curriculum design. Before joining Focus Partners in 2025, Debbie worked at Edward Jones, TD Ameritrade, Scottrade, and PNC Bank in roles ranging from Active Trader and Personal Banker to Learning and Development Specialist—experiences that shaped her detail-oriented, client-first approach.
Outside of work, Debbie is married and has two amazing boys who keep her and her spouse laughing, learning, and constantly moving. The family is a big fan of the outdoors—on most weekends, you’ll find them at the park, in the pool, or chasing one another around the backyard. They also make an annual escape to Florida in the spring or fall to soak up some sunshine, recharge, and try to remember what it’s like to sit still (at least for a few minutes).
Education and Professional Milestones
-University of Missouri-St. Louis - bachelor’s degree in business administration with an emphasis in finance
-Webster University – master’s degree in finance
-Series 7, 63, and 66 license holder