As Director of Client Services Deborah brings with her over 28 years of industry experience. Deborah comes with a wealth of knowledge in operations and technology. She supports all aspect of client onboarding administrative services striving to provide an excellent client experience. She also focuses on creating efficiencies for the firm by integrating solutions in systems and process improvements to ensure data accuracy and timely reporting. Implementing new software solutions and supporting applications layout and design.
Deborah moved to Arizona in 2002 for an opportunity with AST Trust Company. Since then she has also worked with several other RIA firms here in the valley, building strong operations teams while streamlining and automating processes. Deborah grew up in California and received her B.S in Business from University of California, Santa Cruz. In Deborah’s spare time she enjoys time with her family, cooking, hiking and biking.