Debi Barton

Debi spent most of her career working in the mutual fund industry, so she’s no stranger to 401Ks and retirement plans. After more than a decade in the field, she wanted to find a workplace that really focused on building quality connections with its clients.

One of Debi’s greatest qualities is that she always has a smile on her face, even on the phone (because it really does make a difference). She says she enjoys building rapport with her clients and is always sure to keep a clear mind and positive attitude, no matter how distressed they may be.