A Partner in the firm since joining in 2008, Debbie works primarily in trust and estate administration, nonprofit management and tax preparation. She guides newly appointed trustees and executors through the estate administration process, coordinating with the client’s legal and investment advisors to produce tax-effective transfers of wealth from one generation to the next. In her role as an outsourced Controller for not-for-profit entities, she mentors staff on day-to-day operations and provides balanced, sensitive feedback to help administrators achieve the missions of their organizations.
Debbie previously practiced in the public accounting sector and served as CFO of a not-for-profit organization. She earned a Bachelor of Arts with a double-major in Accounting and Communications (journalism emphasis) from Fort Hays State University. She is a Certified Specialist in Estate Planning and is a member of the American Institute of Certified Public Accountants, Kansas Society of Certified Public Accountants and Wichita Estate Planning Council.
Debbie enjoys traveling with her family, taking in the local arts scene, participating in book clubs and remaining active in her children’s school and church activities.
Quite often we can get so wrapped up in checking projects off the company’s to-do list that we forget to recognize the labor that went into each accomplishment. Acknowledging milestones provides opportunity to show appreciation to the employees who helped you achieve them...
Are you expecting a tax refund? If so, don’t treat your tax refund as ‘bonus’ cash. Rather look at it as simply a return of taxes paid beyond your actual obligation. This will help you think about using this money purposefully. Here are some ideas to try:
The spring season is here! In addition to taxes, many of us want to take care of some overlooked cleaning tasks. Procrastination often creeps in when it comes to cleaning—especially our offices. It can feel overwhelming and somewhat unproductive to spend time decluttering and cleaning your workspace, but once complete, most people feel a sense of relief and calm. Use this handy checklist...