With 25 years of local business experience, Debbie has been our Client Relations Manager for Oregon Pacific Financial Advisors, Inc. since 2001.
In her role as a local wholesale business owner for over 15 years, Debbie gained the insight and knowledge as to what it takes to make an office run smoothly - and the importance of putting the client first.
Within her role as Client Relations Manager for the office, Debbie’s organizational skills help her coordinate an orderly transfer process for our new clients. She then is responsible for all account maintenance items and assists with setting up income distributions. Debbie believes in exceeding client’s expectations and seeks to always provide exceptional service. She believes in the importance of communication and regularly follows up with new and existing clients – as we learned over the years as occasionally clients call just to chat about items that have nothing to do with their investments. Located in our Medford branch location, Debbie is also responsible for coordinating our seminars and client events.
Debbie is a volunteer with the Britt Festival in Jacksonville. She is an Oregon Duck Football supporter, and enjoys mentoring local youth. She also enjoys traveling and is working on learning to golf. After living in Ashland and then Jacksonville for many years, she and Bob now reside in Medford.