Debra serves as a Senior Wealth Manager for the firm. She is a part of the Financial Planning Team where she helps prepare detailed financial plans for our clients. Debra is a Certified Financial Planner professional who holds Series 6 and 63 licenses as well as a Life, Accident & Health License. She is a Magna Cum Laude graduate of Niagara University’s undergraduate program in Management. She also earned her MBA at Niagara and served on the Niagara University Finance Board of Directors, Graduate & Alumni Relations Committee.