Senior Investment Assistant
Debbie is an important member of our financial services team. She joined Tax Management Services in 2008 and has over 30 years of experience in mortgages. She earned her Bachelor's Degree in Business with a minor in Economics from Lakeland College.
As a licensed mortgage loan officer, Debbie draws upon her extensive background and network relationships within the mortgage and banking industry. She ensures our clients have the best rates possible, whether it be for new mortgages or refinancing.
During tax season, Debbie prepares tax returns and specializes in individual tax returns. She is certified as a registered tax preparer and enjoys working with clients in this capacity.
Debbie is also a very experienced investment assistant and provides support to Mike and helps him with meeting clients' needs.
On her days off she likes to spend time up north at her cabin, boating, riding ATV and cheering on the Packers.