My mother realized I had a knack for financial planning when I was in kindergarten. I managed to save enough money to buy myself a bicycle and insisted on taking it to show and tell. I wanted to spread the word that if my classmates saved their money like I did, they too could buy their very own bicycle one day.
As someone who was always good with numbers, I pursued an accounting degree at Bucknell University. After graduating, I worked as a corporate accountant for several years and passed my CPA exam. My employer offered a tuition reimbursement program and, never one to leave free money on the table, I enrolled in an MBA program at George Washington University. I took part-time classes and eventually earned an MBA in Finance and Investments.
Toward the end of my MBA program, I realized that I had more of a passion for financial planning than accounting. Instead of simply reporting on what had already happened, I could make things happen. After extended research and consideration, I decided to join New York Life because of the company’s financial strength, stability and wide range of financial products and solutions. I continued to increase my knowledge and services by earning Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations.
I have been a financial planner for over 30 years. Although my practice has grown, I remain committed to providing excellent customer service to each of my clients. I have worked with a wide range of clients including individuals, families, and businesses. I enjoy the challenge of putting all the numbers together to form a plan and seeing my clients reach their goals.
(703) 352-3662
Debbie joined New York Life following a career in corporate accounting
MBA in Finance and Investments
Licensed Agent for New York Life Insurance Company since 1993
Registered Representative, NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency
Certified Financial Planner (CFP®) designation
Chartered Financial Consultant (ChFC®) designation
Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser
Lifetime Council Member with New York Life (2024)
Life member of the Million Dollar Round Table (MDRT)*
Member, National Association of Insurance and Financial Advisors (NAIFA)
Treasurer/Member, Planning for Senior Life (PSL)
New York Life’s Agents Advisory Council (AAC) in 2015
Treasurer for her church
Focused on excellent customer service and overall financial planning
*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.