Our Team

With over 35 years of experience in the financial industry, Debbie has been part of our team since 2010 with a diverse scope of responsibilities. Debbie provides administrative support and assistance to the team with coordinating and booking client meetings and ensuring smooth and efficient day to day operations. Together with Bonita she ensures current regulatory and client service standards are met and is always available to provide administrative or account assistance to all our clients. Please feel free to contact Debbie for assistance.