Private Wealth Manager, Center for Wealth Management Advisory
Originally from Cleveland, Ohio, Deborah graduated from Miami University and spent the next 10 years as a retail buyer for several national department store chains, traveling extensively and managing multi-million-dollar inventories.
After the birth of her triplet sons, Deborah translated her knowledge of retail management into a career as a Financial Consultant with Merrill Lynch. Deborah subsequently earned their Certified Financial Manager (CFM) designation.
In 1992, Deborah chose to leave Merrill Lynch and establish her own independent financial practice with LPL Financial, through which she offers investment securities, no-strings-attached fee-based hourly and retirement plan consulting, and other financial planning services. Deborah is also licensed with the Arizona and Ohio Departments of Insurance to sell life, disability and long-term care insurance, as well as fixed and variable annuities.
Deborah’s focus has always been to act in her clients’ best interests, provide top quality personalized service that consistently exceeds expectations, and develop deep and lasting multigenerational client relationships.
In 2017, Deborah merged her practice with The Center for Wealth Management; the combination of Deborah’s 30+ years of industry experience and the Center’s technological and administrative capabilities has the potential to benefit clients regardless of their investment expertise, financial goals, risk tolerance, or stage of life.
Deborah is passionate about spending time with her family, and has many interests including making custom jewelry, practicing yoga, attending live musical and theatrical productions, volunteering in various ministries at Crossroads Community Church, and engaging in all things culinary. Deborah lives in a peaceful empty nest in Kenwood, Ohio.
Winner of Five Star Wealth Manager Award for 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022*
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.