Senior Planning Associate
Debra joined the Clearstead Private Client Group in 2021. As a Senior Associate, Debra provides analytical support, consultation, and advice in all aspects of tax, financial, and investment planning services for high-net-worth clients.
Prior to joining Clearstead, Debra owned an accounting firm servicing small businesses and business owners in the Chicago area. Debra received a bachelor’s degree from the University of Illinois Champaign-Urbana and a Master of Accountancy from Kaplan University. Debra is a licensed Enrolled Agent and is a member of National Association of Enrolled Agents and the Ohio Society of Enrolled Agents.
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114