Debra is an active listener and creative problem solver, two attributes that greatly assist her in customizing financial plans to the individual goals, needs and situation of each client she serves.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, she holds one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. She adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Debra attended Oklahoma State University and served as president of the Institute of Advanced Financial Planners (IAFP) in 1987. She lives in Tulsa and is originally from Ponca City, Oklahoma. In her free time, she enjoys gardening, and cooking with her children. She passionately supports the work done by Domestic Violence Intervention Services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Seeing people accomplish their goals through sound financial planning is most gratifying.
Debra G. Lowery-Jameson