7537 Mentor Ave Ste 208
Allocation & Modern Portfolio Theory
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
Getting Your Financial House in Order
Social Security Explained
Investing Basics for Women
Investment Concerns in a Fragile Market
Issues of Aging Parents
Taking Control of your Cash - Eliminating Debt
Strategies for a Sustainable Income in Retirement
Understanding 401k Rollovers
Women Approaching Retirement and Beyond
You and Your Credit Score
Debbie is passionate about working with people who have done a great job saving but are uncertain of how to stretch their hard-earned dollars to last this next long phase of their life. Many of her clients are women who are successful in their careers but have the challenge of being so busy in their professional and personal lives they aren’t optimizing their wealth the way they’d like to. Using the PATH framework, Debbie helps women gain control of their money so they can spend more time enjoying life and less time worrying about running out of money.
Debbie started in insurance in 2008, after a 17-year career as a teacher. She holds active Life and Health insurance licenses, as well as the Series 65 securities license. Ohio is her resident state, but she has clients all over the country that she works with virtually. Always looking to increase her knowledge, Debbie earned her Certified Retirement Counselor (CRC®) designation.
In her free time, you’ll find Debbie out hiking in one of Ohio’s beautiful parks with her dog Rookie, reading a book, visiting with her two grown children, or finding new recipes to cook for her and her husband, David.