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Debra Richards

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.

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Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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