Senior Fiduciary Analyst
Classically trained as an opera singer, Debra knows that real life can also be full of plot twists and turns. Managing change, she says, is one of things she loves about administering trusts. The terms of trusts can vary widely to begin with, Debra adds, and changes are not uncommon, as the needs of the beneficiaries and their families evolve. When major decisions must be made, Debra is ready with analysis and insights. Her mild manner and thorough explanations put beneficiaries at ease while balancing the interests of all involved.
Designations and Education
- Certified Trust and Financial Advisor (CTFA)
- Graduate of Cannon Financial Institute
- DePaul University School of Music