Debra is a Certified Financial Planner, has a stockbrokers registration and insurance license, and has worked in the securities industry for over 20 years. She is a graduate of the University of Montana. She specializes in retirement planning with individuals and small businesses; and will help you accomplish your specific goals. She can also work with you on investment planning and asset allocation, education and college planning utilizing the Montana 529 Plan, life insurance needs and other tax-advantaged accounts.
She is married, has two sons, and enjoys spending her free time outdoors by her log cabin. She also enjoys gardening, golf, traveling, skiing, and following her children’s various sporting activities.
Please allow Debra to help you with your investment and retirement planning needs.