Debbie joined Nautica Wealth Advisors as Operations & Client Service Manager in 2021, and will assist in managing the day-to-day service operations of the firm.
Debbie began her financial services career in 1984 and has worked within the industry at various firms including Charles Schwab & Co., and LPL Financial. She brings a wealth of operations knowledge and service experience to the Nautica Team. Her focus is building efficient processes and procedures to enhance the Team’s ability to provide exceptional client service. Debbie is dedicated to continually improving the client experience.
Debbie lives in Rancho Bernardo with her husband Randy, son Max and dog Coco. She loves to cook for her family and friends, and in her spare time she enjoys gardening, reading and attending the theater and classic rock concerts.
Favorite Food: Italian
Favorite TV: All things Food Network and HGTV
Favorite Holiday: Christmas
Bucket list: A trip to Italy
Favorite Quote: Dance like nobody’s watching, love like you will never be hurt, sing like there’s
nobody listening and live like it is heaven on earth. – William W. Purkey