About Debbie

Debbie is Office Manager at Cypress Wealth Advisors. She joined the firm at its inception in 2004. She is responsible for partnership documentation management, client services and the firm’s daily office operations. Debbie has over 30 years of administrative and bookkeeping experience, including 17 years in the wealth management industry. She is currently pursuing a Certified Financial Planning certificate at University of California, Berkeley.

Connect with Debbie via LinkedIn.