Debbie is an important member of the TMS Financial Services Team. She joined Tax Management Services, Inc. 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. Debbie’s many talents are an asset to TMS. In addition to her role as Senior Assistant, she is also a licensed mortgage loan officer and certified tax professional.
In the position of Senior Assistant to Mike Savolt, Debbie directs other TMS investment assistants as well as supporting our TMS wealth advisors and clients by handling inquiries, doing research and following up on paperwork.
As a 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 the tax season, Debbie prepares tax returns and specializes in individual tax returns. She enjoys working with her clients in this capacity.
On her days off she likes to spend time at her lake home, boating, UTV riding through the beautiful Northwoods of Wisconsin and cheering on the Packers.