Debbie is our support for Branch Operations. Her primary responsibility is ensuring our branch complies with all Securities & Exchange Commission (SEC) requirements. She brings oversights to the appropriate person’s attention when they are spotted. She assists in identifying how or why it happened and how our systems may be improved.
Throughout her career in the financial service industry, she has served in many different positions in Banking and Wealth Management firms. This has given her a broad overview of the branch operations in these organizations.
When enjoying her time, you will find her visiting with her adult daughters and playing doting grandmother to her grandchildren. She and her husband are avid travelers and always ready for a new adventure.