Debra comes to Ameriwealth with over 20 years of experience in client servicing, operations, marketing and compliance in the financial services industry. Debra provides outstanding customer service with individualized attention to meet our client’s needs, ultimately making every interaction with our firm an effective and positive one. With an energetic attitude and strong attention to detail, Debra brings the VIP service to each and every one of our clients.
Before Ameriwealth, Debra spent time at Investment Professionals, Inc, as a Sales Assistant and was a Portfolio Administrator at Burke, Lawton, Brewer & Burke, LLC. She was the Marketing Coordinator at Walnut Asset Management, LLC, and provided top-notch client servicing to their high-net-worth clients. Debra started her career in client servicing at Lincoln Investment Planning, Inc. and Hornor, Townsend & Kent, Inc., a broker-dealer and subsidiary of The Penn Mutual Life Insurance Company. Debra graduated from Hahnemann University with a degree in Chemistry.
Debra enjoys spending time with her husband, Michael and their four active children. She is also a Network Awareness Volunteer for Cochlear Americas.