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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Debbie has served in Oxford Financial Group Ltd.’s Family Office Services group for over 30 years. In her role as a Senior Wealth Planner, Debbie creates comprehensive financial plans covering retirement and cash flow planning, Monte Carlo modeling, college funding, life insurance, property and casualty insurance and estate planning. She also performs trust and retirement account distribution calculations, serves as lending liaison with Oxford’s lender relationships, addresses Social Security and Medicare issues and researches and writes articles spanning a broad array of financial planning issues.
My ability to help provide harmony between estate, retirement, investment, income tax, cash flow and insurance planning is key in serving our clients in the most effective way possible.
Debbie received a Bachelor of Science degree in Forensic Studies from Indiana University but soon changed her career path to financial services, working in the reconciliations department of a bank. While there, she played an instrumental part in the bank’s transformation to more sophisticated computer systems. Upon joining Oxford in 1985, Debbie played a similar key role in upgrading the firm’s systems. She obtained her Certified Financial PlannerTM certification in 1990 to support her role of creating projections, illustrations and recommendations to cover all areas of a client’s financial life.
Debbie is a long-time Carmel resident. She enjoys spending time with her son and extended family members and friends, as well as music, long walks with her two rescue dogs and gardening.