CEO / Senior Investment Partner
Nothing is more gratifying than seeing my clients achieve a confident retirement. We build discussions around what is most important to you and what you want to achieve. Sometimes it may be a realistic picture of where you are in relation to where you want to go and other times it’s purely wealth management. Our approach adapts to your financial picture and your ever-changing needs.
- Berry College, Rome, GA – 1993 BA, marketing and finance
- Chartered Retirement Planning CounselorSM (CRPC®)
- 2017-present – CEO, Senior Investment Partner, Zenith Advisory Group LLC,
- 2008-2017 – Senior Investment Advisor, Ameriprise Financial Services Inc., Miamisburg, Ohio
- 2006-2008 – Senior Investment Advisor, JPMorgan Private Client Group, Dayton, Ohio
- 1999-2006 – Financial Advisor, American Express Financial Advisors, Miamisburg, Ohio
- Son: Jack, 12
- Reside in Springboro, Ohio
- Hobbies include cycling, skiing, racing
Head of Client Services
Debbie has several years' experience working in customer and client relations and has more than 12 years' experience in bookkeeping, accounting, and payroll preparation. She has also worked in the healthcare field. Debbie enjoys meeting and getting to know new people, as well as keeping in touch with those she already has professional relationships with. It is very important to her to maintain a bond with clients and assist them to the best of her ability. She strives to make each client feel comfortable and secure knowing that our firm will always put their best interest above all.