Debbie Smith
Senior Financial Consultant
Debbie is a CERTIFIED FINANCIAL PLANNER® professional and a passionate financial educator dedicated to providing clear guidance and empowering clients to achieve their financial aspirations, whether they're just starting out, planning for retirement, or already enjoying it. She prioritizes client needs and offers expertise in tax efficiency and estate preservation. Celebrating client successes is her ultimate reward.
Outside of work, Debbie relishes family time with her four grandchildren and spending her summers on Rice Lake. She also enjoys exploring local towns, indulging in winter sports, gardening, event planning, and supporting charitable causes like Easter Seals and Rotary International.