Debra has worked in the financial services industry for over 30 years, and her depth of experience adds tremendous value to our team and the full range of client services provided. She is responsible for servicing the investment-related needs of our clients and is the main contact for tax-related matters as well as all other ongoing client inquiries. Of particular note, Deb has developed a wide range of knowledge with a primary focus in the areas of life insurance and investments. Her role is critical in another way: The privacy and protection of our client’s information is requisite to Debra’s role. Her goal is to elevate our client’s overall experience by responding efficiently to all service needs.
She says: “I’ve been at Coordinated Plan for a very long time, and I’ve come to truly value the level of service our partners and associates provide. When it comes right down to it, you have to be proud of where you work to be truly satisfied. I know I’ll be here for a very long time because I can’t think of another firm that values its clients and team members like this.”