As an Estate and Insurance Planner, Debbie works alongside Odlum Brown Investment Advisors and Portfolio Managers to assist clients with estate, insurance and philanthropic planning.

With over 25 years of experience serving high-net-worth families, Debbie brings a deep understanding of their priorities in these areas of planning. Debbie is dedicated to building trusted relationships and helping clients understand their financial roadmap.

We help clients develop a clear picture of where they are now and where they want to be. Along with projecting assets, cash flows and taxes over time, we help clients identify strategies to achieve their objectives.

Emphasizing a holistic approach to planning allows clients to see how their financial, retirement, estate, insurance and tax planning are interconnected along with non-financial issues, such as family dynamics.