Deb serves as a Client Service Manager for RKL Private Wealth. In this role, she is focused on delivering an exceptional client experience. Deb manages all aspects of client service, including inquiry research and response, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, investment reporting and financial plan maintenance.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Deb has more than two decades of client service experience. She most recently served as the firm’s Operations Specialist. Prior to joining RKL Private Wealth in 2017, Deb worked for two other local investment firms, serving in dual roles.
Deb and her husband, David, live in York with their daughter, three dogs and bunny rabbit, Roger. In her free time, Deb enjoys attending her daughter’s soccer games, boating, lounging in the pool and watching football.