Debra L. Nelson, MSFS, CASL CERTIFIED FINANCIAL PLANNER

ices. Debra is an experienced speaker and aims to be a champion of helping families in “getting their financial house in order.” Debra brings passion, wisdom and experience to her work with individuals, non-profit organizations and public interest groups. Debra is dedicated to helping individuals and families understand how to best work with a team of advisors to help create their own legacy. Debra’s practice actively engages clients in their life planning to create a trusting relationship. Debra believes that it is important to instill a holistic approach to financial planning She works to discover every client’s unique aspirations and goals in order to determine what is truly important to them when building financial plans. Debra's professional affiliations include membership in good standing with the Internal Board of Standards and Practices for Certified Financial Planners, and the Registry of CFP Licensed Practitioners by the Institute of Certified Financial Planners. Debra received her CERTIFIED FINANCIAL PLANNER™, professional certification from the College of Financial Planning in Denver, Colorado. In November of 2003 Debra was awarded her MASTER OF SCIENCE IN FINANCIAL SERVICES from the American College located in Bryn Mawr, Pennsylvania. In January 2013 Debra received her CHARTERED ADVISOR FOR SENIOR LIVING® from the American College. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org

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