Debbie earned her MBA in Finance and Investments from George Washington University and is a Certified Public Accountant (CPA). Debbie joined New York Life in 1993 following a successful career in corporate accounting.
Debbie is a licensed life and health* insurance Agent for New York Life Insurance Company and a Registered Representative with NYLIFE Securities LLC (member FINRA / SIPC), A Licensed Insurance Agency. She is also an Investment Adviser Representative (IAR) with Eagle Strategies LLC, a Registered Investment Adviser.
Debbie is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®)¹.
Since 1998, Debbie has consistently qualified for *Council with New York Life. She served on New York Life's Agents Advisory Council (AAC) in 2015. Debbie is a Life member of the Million Dollar Round Table (MDRT). She is a board member of National Association of Insurance and Financial Advisors (NAIFA) and the Treasurer of Planning for Senior Life. Debbie is also the treasurer for her church.
Her practice is focused on excellent customer service and overall financial planning.