Debra is the Client Services Manager for the advisor, Ronald Latin. She assists in providing the highest quality financial planning and wealth management services to our valued clients. Her goal is to provide value in developing strong customer relationships to address client objectives, requests and special project needs. She assists in developing quarterly reviews and reports. She is also instrumental in providing guidance for the team on required compliance rules and regulations.
Debra received a Bachelor of Science from Winona State University, Winona, MN, with a concentration in the Paralegal program and a minor in Business/Accounting. She holds a Master of Business Administration from the Graziadio School of Business and Management at Pepperdine University, with a major in Marketing/Business. Her passion is to increase her knowledge and skills in the financial industry through education, training and webinars.
Debra is originally from the Midwest, Minnesota, but grew up in Texas. She lives in Laguna Niguel with her husband. She has family in California, the Midwest and Texas. She enjoys traveling and spending time with her family and friends.
Debra has served as President of the Pepperdine University Alumni Board, Orange County Chapter, and served on the Graziadio Alumni Network Leadership Council, Orange County. She has also served on the Ambassador Committee for the Laguna Niguel Chamber of Commerce. She volunteers for several organizations including Alzheimer’s Orange County, Alzheimer’s Association, Laguna Niguel Chamber of Commerce, City of Laguna Niguel. She loves outdoor activities including biking, hiking, and 5k walks.