Debbie is a financial advisor at Blue Water Capital Management, LLC and is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BS in Accounting at George Mason University and holds CPA licenses in the states of VA and NC. She has worked in the financial services industry for over 20 years.
She began her career in the field of accounting and has experience in a variety of areas including budgeting, forecasting, tax return preparation, and cash management. She has also worked at several Fortune 500 companies in a number of industries including Real Estate, Debt / Securities, and Manufacturing. Although she worked in the accounting field, she was always interested in finance and spent free time reading about personal finance, investing, and estate planning. She eventually decided to leave the accounting industry and focus her career on financial advising and investment management in a fiduciary capacity.
She is a member of the National Association of Personal Financial Advisors (NAPFA) and contributes articles on investing topics for the Apex Suburban Living magazine. Debbie and her family live in Apex, NC. She enjoys traveling and spending time with and riding her horse.