Deb Purcell partners with her clients in a fiduciary capacity to address concerns and chart a financial path toward their goals. Drawing on her own life experiences, Deb is especially passionate about helping women in transition and families with children who have special needs find confidence, clarity and peace when planning for their futures. Her specialties include:
- Retirement planning
- Special needs planning
- Education funding
- Loss of a spouse
- Effective charitable giving
Deb earned her MBA and a BA in Economics, both from The University of Michigan. She is a Chartered Special Needs Consultant™ and holds FINRA licenses Series 7 and Series 66, along with her state Life, Accident & Health, Long Term Care insurance and Variable Annuities licenses. She has passed the Certified Financial Planner™ (CFP®) exam.
Deb is an avid traveler with a special interest in foreign exchange, cooking and yoga. She and her husband Joe have raised two sons and are long-time Ann Arbor residents.