Deb adds value to her clients by being a CPA as well as financial advisor. She can analyze the tax aspects of their financial plan to make it the most effective.
Deb graduated from Upper Iowa University in 1999 with a BS in Accounting and then sat for the CPA exam.
She and her husband, Kip, have five children and two grandsons.
She loves to stay active and her favorite activity is CrossFit. The CrossFit community is nationwide. When traveling to her second home on Fort Myers Beach or other places, there is always a gym close by to drop in and work out.
The best piece of financial advice she received:
Start saving while you are young.
“They don’t care how much you know until they know how much you care.”
Passing the CPA exam.
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