Debbie is often the first face you see and the first voice you hear when you contact The IRA Specialists. She’s been our practice manager since August 2018, and her friendly smile and personable manner help our clients to feel at ease the moment they step into our office.
Debbie has over 20 years of experience working in the financial industry. Prior to working with us, she was a technical analyst and client service assistant with Smith Barney/Citigroup and UBS Financial Services, as well as an investment research associate at IFAM Capital. Her naturally approachable demeanor and exceptional financial knowledge help us to fulfill our clients’ service requests promptly and accurately.
From scheduling appointments and handling client service requests to simply being a familiar face when you step through the door, Debbie helps us provide the exceptional, personal service that is so central to what we do