Debbie Moore is dedicated to building strong relationships with clients and providing dependable support through every stage of their financial journey. She enjoys helping clients open accounts, assisting with cash needs, and working closely with advisors to ensure clients receive the guidance and service they need. Debbie also values the opportunity to educate her tax clients on changing tax laws and help them prepare for life events that may impact their future tax situations.
Debbie earned her degree in Financial Institutions Management from NWTC before continuing her education at Lakeland College, where she received her Bachelor’s degree in Business with a minor in Economics.
She began her financial services career at what is now Fox Communities Credit Union, where she spent nearly 20 years serving in a variety of roles. Her career there culminated in a Branch Manager position, overseeing branch operations and client service. Debbie later transitioned into the mortgage industry, working as a commissioned Mortgage Loan Officer before eventually joining TMS Financial.
Debbie joined TMS Financial in November 2008 as an Investment Assistant and Tax Inputter supporting Michael Savolt. After several years working in tax support, she transitioned into a Tax Preparer role and now serves approximately 650 tax clients of her own. Outside of tax season, Debbie focuses on supporting Mike Savolt and servicing his investment clients.
Outside of work, Debbie enjoys spending time with her husband at their lake home up north. Together, they enjoy UTV riding, boating, golfing, attending outdoor live music events, relaxing around bonfires, and spending time with friends and neighbors.