Deborah re-joined Thayer Partners in early 2017 as a Retirement Planner. As you may recall, Deborah was an integral part of the team through 2015. She left the firm to work for an independent retirement planning firm in Wilmington, Delaware. We are excited to have her back on our team.
Deborah has nearly 20 years of experience working in the financial planning industry. Prior to her work as a retirement planner, she ran her own consulting firm which focused on helping advisors grow, streamline and manage their financial planning practices. She is securities 6, 63, and 65 registered, Life & Health Insurance licensed, and has a passion for helping clients plan for their financial success.
Deb graduated from Millersville University of Pennsylvania with a BS in Financial Economics. She was inducted in Phi Theta Kappa International Honor Society and graduated after participation in the early college acceptance program in Downingtown, PA. Among her charity work, Deb serves as President for the Unionville Community Fair. She is a member of the Delaware chapter of the Forum for Executive Women, and resides with her husband and three children 30 minutes outside of Philadelphia, PA.
Need to reach Deborah?
You may email her at DAD@ThayerPartnersLLC.com or dial her direct at (617) 275-8078.