Debra is a CERTIFIED FINANCIAL PLANNER™ who will work with you, developing a personalized financial plan. She views planning as an ongoing process and enjoys meeting with clients and getting to know and understand their concerns and aspirations. She has been with Generous Wealth Advisors since 2008, working closely with our clients.
Debra has extensive Securities Industry experience, having supervised trading desks on the option trading floor in San Francisco, and futures desks on the Chicago Board of Trade and the Chicago Mercantile Exchange. She earned her Masters’ Degree in Political Science while working full time on the floor of the Merc.
Debra has lived all over the country and now works remotely from her home in Indianapolis, Indiana.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.