Get to know Debbi
What motivates you everyday?
The special-needs families my team serves and my two boys who inspire me every single day.
If you could instantly master one skill, what would it be?
I would love to instantly master the use of my intuition.
What is a career "low point" that actually set you up for success?
When my kiddoes were young, I worked for an accountant who wanted to take a stab at being a financial advisor. He hired me to learn all of the ins and outs of the servicing of financial accounts for his clients. It was a less than favorable work environment, but I stayed as he allowed me to work part-time while I was raising my kiddoes. It was a valuable learning experience. I was completely on my own to figure things out as he did not have the time or knowledge to give me any guidance. Five years into working with him, I discovered that he was forging client signatures on documents, enrolling them in Cash Balance plans without them completely understanding what they were committing to. I literally quit on the spot. It was terrifying at the time for me to confront him and for me to leave a job without a plan for what was next. Fortunately, my work with the administrators of the Cash Balance plans who valued my knowledge and work-ethic quickly connected me with a financial advisor they knew who was looking for a new paraplanner. And that job lead to me getting my own CFP designation and becoming an advisor myself.
What piece of advice would you give your younger self?
You are uniquely valuable to this world simply because you are you. And there's nothing for you to figure out about that other than to practice being in alignment with your soul/your inner self. Listen to your body, it has all of the answers for you.
Fun Fact
I love energy work and practice pranic healing on a regular basis. I guide people through healing their physical, psychological, emotional and spiritual energies. I am also involved with an amazing non-profit called The Contentment Foundation, an organization that provides mental wellness tools to school teachers, students and their families.