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  • Regional Director-Recruiting/Branch Office Development

    ProEquities, Inc.
     – Present (1 year 1 month)Birmingham, Alabama Area

    I have spent the last 25 years helping advisors find broker/dealer partners that best suit their needs for growth. It is not about recruiting anyone and everyone – it’s about making that perfect match. As a Senior Recruiter with ProEquities, my primary responsibilities fall within recruiting new advisors and working with advisors looking to grow their teams. Along with recruiting, I work with individual advisors and large enterprises on succession, successor planning, and acquisition support.

    We know that the industry is ever-changing, but, for advisors, sometimes the change can seem too difficult. It does not have to be. I began my career as a broker which gives me insight into what making a broker/dealer move can mean to you and your business. I welcome the opportunity to consult with you on your needs and help you make an informed, well thought through career/life decision.
    Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer and Member FINRA/SIPC. ProEquities and DG Consulting are separate entities.

    Owner-DG Consulting Services, LLC

     – Present; Greater Omaha Area

    Vice President
    Turning Point, Inc.

       (2 years 4 months)Greater Omaha Area

    Deb’s expertise lies in the following areas:

    1) Helping advisors affiliate with the right broker dealer, investment advisor or other financial institution. She really takes the time to understand their goals, needs, and objectives and knows the market.
    2) Working on focused projects with broker dealers, RIAs and other firms to help them grow through affiliation or acquisition
    3) Helping older advisors to find suitable successors for their practices and
    4) Working on selected executive search projects to help client firms grow and prosper.

    Vice President/Business Development

    NFP Advisor Services Group

       (2 years 4 months)

    Responsible for recruiting new advisors to firm as well as help existing advisors grow their branches

    Regional Director/West Coast

    Securities America
       (1 year 1 month)

    See experience details

    VP Branch Office Dev.

    QA3 Financial Corp
       (9 years)

    See experience details

    Recruiter

    Securities America, Inc. Member FINRA/SIPC
       (7 years 2 months)

    See experience details

    Broker

    Paine Webber
       (3 years 4 months)Greater Omaha Area

    See experience details

    Education

    Evangel University

    Music
      

    Central Community College/Platte Campus

    Music
      

    Activities and Societies: Chorale & Cantari

    Skills

    • Executive Search

    • Recruiting

    • Succession Planning

    • Broker-Dealer

    • Financial Services

    • Investment Advisory

    • Wealth Management

    • Series 7

    • Retirement Planning

    • Investments

    • Financial Advisory

    • Securities

    • Sales Management

    • Series 63

    • Alternative Investments

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