Wealth Management Team
Client Services Officer
Debbie brings over 25 years of experience in client services, acting as liaison between broker dealers, custodians, financial advisors and investors, overseeing all operational aspects of the account. She previously held FINRA Series 7 and 63 licenses. She received a Bachelor of Arts degree in Economics from California State University-Northridge and currently holds a State of California Real Estate Broker License.
Debbie volunteers for the Faith Formation Program at St. Anthony’s of Padua of Novato and the Novato High School PTA.