College Savings Plans
About the Financial Advisor
Deb and her daughter manage a broad range of financial issues for a select group of clients, and their children, grandchildren, and extended families. They specialize in tax strategies and retirement planning.
They manage their clients’ investments, and help them with their life, disability, health, and long- term care insurance, college savings plans, and estate planning.
They work with clients living in many areas of the United States, but especially in Minnesota, Arizona, and Florida.
Education and Designations
- Minnesota State University-Mankato, Bachelor of Science Degree, Business Administration
- University of St. Thomas, Master’s Degree, Business Administration
- CFP® – CERTIFIED FINANCIAL PLANNER™
In her free time, Deb enjoys traveling, hiking, and participation and spectator sports of all types.