Debbie is a client service coordinator in our Walnut Creek office and will often be the friendly face behind the reception desk to greet you. She has over 21 years’ experience in the Financial Services industry and she holds her Series 6 FINRA securities registration. Debbie helps with client service requests and helps to manage day-to-day office operations.
Debbie is a lifetime Bay Area resident, and her greatest joy is spending quality time with her 8 Grandchildren. Debbie loves embroidery, crocheting and quilting in her spare time. She is heavily involved in her church and treasures time spent with her church family. She has a love of sports and is an avid fan of many Bay Area teams, the Giants, 49ers and San Jose Sharks. Debbie is looking forward to slowing down at work some time in the near future and having more time to travel.