Debbie is a Principal in the Chicago office and has over 20 years of experience working with high-net-worth families. As a trusted family advisor, she helps her clients develop comprehensive plans that address every aspect of their financial lives: investments, estate planning, risk management/insurance, tax planning and philanthropy. Her investment philosophy combines behavioral finance with modern portfolio theory.
Prior to joining Cerity Partners, Debbie was a Wealth Management Consultant with Blue Prairie Group. She was also a Senior Analyst with Brownson, Rehmus & Foxworth, where she developed long-term relationships with clients as a trusted advisor.
Debbie earned her Master of Business Administration from the University of Chicago’s Booth School of Management with a concentration in economics, managerial and organizational behavior and entrepreneurship and her Bachelor of Fine Arts degree from Millikin University. She holds the Certified Financial Planning (CFP®) designation.
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