Financial Advisor

Debbie is an integral part of our team, delivering exceptional service and value to existing clients. She excels in developing relationships with future clients to better understand their goals, identify opportunities, and create personal strategies.  Debbie is a licensed financial advisor and has worked with our team since 2001.  Debbie brings to Holistic Planning a passion to understand the client’s wants and needs as well as the dedication to help them achieve their goals with excellence.


Debbie’s mother, Bobbie, has been her greatest influence and role model as she was a groundbreaker in her own career through her work ethic, professionalism, vision, excellence, heart, and faith.


Debbie and her husband, Kenneth, were married in 1986 and they have 3 children: Kasie, Susan, and Wesley. They are extremely proud of them, as well as their four grands, Hallie, Tyson, Kinsley, and Scarlett. They also dote on their two furry members, Wendy and Lilly.


Debbie and Ken enjoy playing golf and are competitive at playing rummy, keeping a running journal of scores. They love to travel anywhere with sun, sand, and snorkeling. Debbie and Ken attend Calvary Baptist, where they love the Christian fellowship and friendships in their church family. 

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