Wealth management requires guidance from an expert who can coordinate the development and implementation of your total wealth
plan while ensuring you don’t miss opportunities along the way. Only after asking the right questions to understand your objectives
and know what’s important to you Debra will present an integrated wealth strategy and comprehensive, objective advice.
A highly experienced professional, Debra works with successful families and individuals, including retirees, business owners,
executives, physicians, and professionals to guide them through the complex wealth management process. Working closely with a
team of experts, she helps clients define their goals and then develop strategies and solutions for their unique situation.
Prior to joining Key, Debra was as a Trust investment Advisor with a national financial services firm, as well as several international
banking and investment organizations. Debra holds an MBA from International College of Cayman Islands/University of Tampa, a
Graduate Diploma in Business, Finance and Financial Management Services from Lakehead University; and a certificate in Adult
Education from the University of Manitoba. She also has several professional certifications.
An active volunteer, she has served as a board member for Dress for Success Oregon and the Artists Reportory Theatre.