Debb is like the choir director of a musical team. She is there to guide you and your other team members towards your financial dreams. While we here at Lighthouse definitely have our own team of experts, she can work with others to ensure your program achieves your goals. This is what makes us unique as a firm. Over the years, we have become known as the best choice for the successful business owner or those in or near retirement. Bottom line – we are there to ensure you feel and know, that everything is being taken care of.
Our clients know that we treat them as individuals. If you were to talk to Debb’s clients, they would tell you that Debb is perhaps the most sincere young advisor and family man. There is absolutely no doubt that she truly cares about her clients as human beings. Since the beginning, as your choir director or “middle management”, Debb scrutinizes every aspect of your situation and assess it within the scope of the whole picture. When we are done, your wealth management has been synergized.