Financial Designs of Virginia

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Debbie, Administrative Assistant

Debbie is a Virginia native and came to Financial Designs of Virginia in 1997 with experience as a retail management and as a quality assurance specialist with a local para-med company. She serves the firm in the areas of client service, new business processing, quarterly portfolio reporting, data base maintenance, payroll, seminar administration, plan composition, and client relations.

Jackie, Administrative Assistant

Jackie was born in England, raised in Australia, and has employment experience in the areas of accounting, retail management and pre-school teaching. She came to Financial Designs of Virginia in 1996 and serves the practice in the areas of client service, new business processing, quarterly portfolio reporting, data base management, payroll, seminar administration, plan composition, and client relations.

Securities offered through UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA, A Limited Partnership. Member FINRA, SIPC.