Debbie joined Lincoln 26 years ago, specializing in retirement plans for employees of the health care industry. In recent years, Debbie has expanded her practice to specialize in Comprehensive Financial Planning for individuals, families, business owners, and especially busy dual-income couples.
Debbie’s expertise is helping people identify their financial goals and then walking them through a comprehensive, detailed plan to begin to achieve those goals. Debbie truly cares about the well-being of each and every client and demonstrates this by being proactive and communicating often with her clients.
Debbie’s ability to coordinate with her client’s current advisors such as CPAs and attorneys to bring the whole financial picture together truly sets her apart. Another focus of her work is to provide guidance in the accumulation of her client’s wealth through proper allocation of investable assets all with her client’s risk tolerance in mind.
As a result of Debbie’s personal planning experience and the many cases she has encountered, she knows exactly what it takes to provide her clients with a sense of confidence in their financial situations.
Debbie is a graduate of San Diego State University with a degree in Nutrition. She has been active in many associations and is currently involved with Kern Leadership Alliance, Kern County Student Leadership and Bakersfield Republican Women.
5001 California Ave., Suite 125
Bakersfield, CA 93309
CA Insurance License #0763281