Debra brings a thoughtful, detail-oriented approach to caring for clients and supporting the advisory team. She helps ensure clients receive attentive, responsive service while assisting with financial planning, reporting, and the many details that help keep their financial lives organized.
A lifelong learner, Debra holds a Bachelor of Science from Winona State University and an MBA from Pepperdine University’s Graziadio School of Business and Management. She continues to expand her knowledge of the financial industry through ongoing education and professional development.
Originally from Minnesota and raised in Texas, Debra now lives in Laguna Niguel with her husband. She enjoys traveling, spending time with family and friends, and staying active through biking, hiking, and 5K walks. Giving back is also important to Debra, and over the years she has volunteered with several community organizations, including Alzheimer’s Orange County and the City of Laguna Niguel.