Deb joined FocusYOU in February of 2024 and brings tremendous experience to the team. Her areas of responsibilities include providing William with financial planning support, client strategy implementation, and corresponding with clients. Deb prepares all new account applications, insurance policy forms, and other documentation for signing and handles the processing in a timely manner. She also works behind the scenes with record-keeping, technology and operation services.

Deb has been in the financial services industry since 2004. She has held firm positions as a financial advisor, fixed income specialist and bond trader, compliance manager for an award-winning social media program, and marketing principal for a firm with 500-plus advisors in Fort Worth, TX. She holds Series 7, 24, 63, 66 and Life and Health insurance licenses.

Deb graduated with a Bachelor’s degree in Music Education and a Master’s degree in Secondary Education from North Texas State University.

1. What do you enjoy most about the work you do for FocusYOU?

Although I really enjoyed being a marketing and a social media principal at my previous BD/RIA financial planning firm, I love financial planning itself and really missed both the work and the personal contact with clients. Getting to help people prepare for their financial future is rewarding.

2. What have you learned over your career in financial planning?

Like William, I experienced clients who held on to a lot of shame when it came to managing their money. Financial planning exists to help people make more informed choices and create better financial habits. My background in teaching helped me quickly identify learning styles so I could meet clients where there were, which was very beneficial. You must educate, not dictate to people, then let them make the best choices for themselves and their families. At the end of the day, I think that’s all anybody wants.

3. Outside of work, what do you like to do for fun?

In my spare time, I love to ride horses with my husband, play with our dogs, travel, and listen to live music whenever possible. I am also a closet foodie and enjoy cooking and baking for friends and family.