Debra serves as a Client Relationship Specialist, interfacing directly with clients to provide seamless administrative and asset management support. She handles day-to-day account operations, including expense monitoring, custodian communications, and meticulous tracking of client requirements.
With more than two decades of financial services experience, Debra joined JFS via the 2015 merger with Weathervane Wealth Management. As Weathervane’s former Operations Manager, she managed firm billing, calculated required distributions, and supported clients’ broad financial needs. Debra earned a bachelor’s degree in English with a business minor from Villanova University and holds the Financial Paraplanner Qualified Professional™ (FPQP®) credential.
Based in the Philadelphia metropolitan area, Debra enjoys spending her free time with her family and hiking on local trails.
