Debra joined Summit Advisory Group in 2020 after fifteen years as a successful business owner. In addition to her insurance industry expertise, she has previous experience in supply chain and project management at Corporate America.
Debra specializes in working with business owners, women in business, and clients approaching retirement. She desires to educate and assist clients in protecting their assets, maximizing cash flow, and achieving financial security for their retirement years. Debra’s approach is to truly listen to her clients' needs and wants and help them develop an effective strategy to accomplish their goals.
In addition to helping people achieve their financial goals, Debra and her husband Jack enjoy cruising in their classic cars, cooking, and traveling to their favorite tropical beaches. They are also avid sports fans.
Debra is insurance licensed in North Carolina, South Carolina, Virginia, and Ohio.