Client Service Coordinator
Deb is in charge of our Client Relations Department, our day to day business operations and back office processing. She has over 30 years experience in the financial services industry. As Client Relationship Manager, Deb is tasked with establishing, maintaining, and enhancing the relationship between our advisors and clients. She can provide assistance with account questions, research and specific requests. In addition, she would love to hear from you regarding any suggestions in our ongoing quest in providing you with exceptional service. Please don’t hesitate to call Deb if you have any questions regarding your online account or personal financial website information.
Born and raised in Minnesota, Deb currently lives on Long Island with her husband, Peter.