Experience and Education
With more than 20 years of experience, Debra’s process is collaborative as she helps clients create financial plans to help them achieve and maintain their long-term financial well-being.
Prior to joining the firm, Debra served as a Moneta Group principal and an equity partner. Most notably, Debra spearheaded the Moneta Group’s adjunct advisory program, endorsed by the Anheuser Busch Employees’ Credit Union.
Debra has two bachelors’ degrees; one in business administration and the other in marketing from Webster University.
Debra has been recognized as a Five Star Wealth Manager by St. Louis Magazine and Five Star Professional each over the past eight years (2012 through 2020). Her 2015 recognition led to a feature in The Wall Street Journal.
Debra enjoys working with the Mariner Foundation in obtaining grants for children’s charities. Her personal hobbies include dog training and antiquing.
The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or STL Magazine. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/Market/STLWM.