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.
Even if you are not a New Year’s resolution maker, it’s likely that at some point in your life you’ll want to adopt healthier or more productive habits. When you do want to make a change for the better, consider trying the following tips from lifehack.org to increase your chances of making your new good habits stick:
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