Deb realized early on in her career that she has a passion and gift for working one-on-one with people to deeply understand and formulate solutions to their financial concerns. She began her career as a CPA with Arthur Andersen in 1981, and moved to Trammell Crow Company in 1986 where she worked with several of their partners to plan and implement tax, financial and estate plans. She continued developing her skills in tax and financial planning with Farmer, Fuqua, Hunt and Munselle, a full service accounting firm. Perryman Financial Advisory convinced her to come aboard in 2000, and she has been serving her clients ever since.
Many of Deb’s clients have come to her suddenly single or overwhelmed with managing financial decisions they never planned on making. Deb is very befitting to these situations, as she finds fulfillment in playing a role in the healing process coming out of a crisis. Her clients know her as an intent listener that takes a sincere interest in them. This allows her to bring focused direction and clarity to their tailored financial plans. She has lived through the emotional, physical and financial anguish of caring for an incapacitated loved one and she helps her clients avoid this by planning ahead for one of the most expensive times in their life. Deb advises her clients and forms holistic plans including insurance, benefit evaluation, Medicare, assisted living and healthcare planning. This passion for eldercare is what led Deb to seek her CLTC (Certified in Long-Term Care) designation.
Deb is easy to talk to and breaks down complicated issues in order to equip her clients with the best guidance for their situation. She takes pride in the longstanding relationships she has with most of her clients and many of them call her friend.
Deb lives in Plano with her cat, Minka, and her beloved Bichons, Willie, and Waylon. She had a decades-long tenure as a leader with Bible Study Fellowship and was also on the board of New Friends New Life, a ministry dedicated to helping women and children out of degrading situations. She is currently working on completing the Financial Transitionist program developed by the Sudden Money Institute. In her spare time Deb enjoys many passions that keep her grounded and joyful. She loves the spiritual and physical discipline of yoga and Reformer Pilates. She explores her creativity through reading, quilting, and knitting. She gets to bring many of these activities together when she travels and explores new languages and cultures. Her passport is well-stamped, and she looks forward to returning to Israel next.
