Deb serves as Senior Manager for Retirement Plan Services at Midland Wealth Management. She has over 25 years of experience in investment and retirement planning, as well as a strong background in relationship management. She provides tailored guidance to plan sponsors and individual investors to support their financial goals. Deb works closely with clients through detailed consultations to understand their unique needs and objectives. This collaborative process enables her to design and implement customized retirement programs that offer peace of mind. Before joining Midland, Deb worked as an Investment Advisor at a prominent investment management company in Chicago, where she gained extensive knowledge in financial planning and investment strategies.
Education
- Bachelor of Science degree in Finance from Eastern Illinois University
- MBA in Management from St. Xavier University’s Graham School of Management
Certifications
- Certified Retirement Services Professional
- Certified Retirement Plan Professional
- Accredited Investment Fiduciary
Other Team Members
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