Deborah serves as an integral management role in the strategic, management, and operation functions of our wealth management practice. She works with our investment advisors to ensure that the systems, resources and people are in place to help achieve the goals of the firm.
California
Master of Business Administration in finance and marketing
Claremont University (Claremont, California)
Bachelor of Arts in fine arts and a minor in chemistry
University of Southern California (Los Angeles, California)