Focus
Debra has more than 25 years of experience in wealth management and comprehensive financial planning. She provides tailored investment guidance to families, individuals and small business owners, delivering strategies designed to align with each client’s unique goals, time horizon and risk tolerance.
Debra believes a thoughtful, personalized approach is the foundation of a successful advisory relationship. She takes the time to understand each client’s full financial picture, then develops and implements disciplined portfolio strategies supported by comprehensive reviews and scheduled meetings. This process helps ensure portfolios remain aligned with evolving objectives and changing market conditions.
Background & Experience
- Certified Financial Planner (CFP®)
- Retirement Income Certified Professional (RIPC®)
- Member – Pittsburgh Stock & Bond Association
- Member – Association of Female Executives
Outside the Office
Debra resides in the Gibsonia area of Pittsburgh and enjoys golf, staying active, visiting her son in Charleston, South Carolina, and spending time with family and friends.
CA Insurance #4426914
