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Partner with clients. Create a Plan for goal-driven achievement. Provide Peace of Mind.
Deborah joined Baird’s Private Wealth Management team in February of 2016 and brings with her a long history and a deep understanding of wealth management issues. Prior to joining Baird, Deborah provided successful individuals, families and businesses with accounting, financial and wealth management services as president of her own firm. There, she built long standing relationships with clients whose combined net assets exceeded more than $250 million. Deborah’s wealth and financial management experience, combined with her CPA and tax background, provides an exceptional level of expertise to serve her clients’ needs.
Deborah excels at developing trusting relationships with her clients. She partners with them to assist with their needs, concerns and purpose. In some cases, this involves solving an immediate problem with a short-term plan. In other cases, it involves creating a clear and direct path to successful achievement of long-term plans. In either case, it is the unique needs, concerns and purpose of her clients that drives the path to accomplishment. Deborah’s focus is tailored to meet her clients’ financial goals and provide them with peace of mind by taking care of the wealth creation, wealth preservation and wealth transfer needs of her clients.
Deborah received her Master of Accountancy in Taxation from the University of South Florida and her Bachelor of Business Administration in Accounting from the University of Houston. She earned her CPA license from the State of Florida in 1999 and started her CPA career in the tax department of Arthur Andersen. There, she prepared tax returns and provided both tax consulting and investment advisory services. Deborah has also served in the capacity of chief financial officer, where she helped companies succeed in reaching their accounting and financial goals. These roles gave her experience building relationships and providing customized solutions with her clients.
Deborah is proud to be part of Baird – a fully independent, international firm that has served the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all Baird employees a personal stake in their clients’ success. It’s a formula that works because of the values they share: honesty, integrity and a commitment to keeping clients first – always.
Deborah volunteers her accounting services to TampaBay-Job-Links, a non-profit organization that provides job search and career coaching services to job-seeking candidates. She has also dedicated her time as a PTA Auditor and Student Advisory Committee member to local public schools. She and her husband, David, live in Tampa with their children, Cameron and Garrett. In her free time, she enjoys traveling, cooking and spending time with her family.