Meet Deb DeTray, Owner
Senior Financial Advisor
Deb DeTray has committed her career to listening to her clients. This commitment has enabled her to understand what their individual needs are, enabling her to pull their retirement and tax-planning needs into a comprehensive picture. She believes in creating strategies to help preserve wealth and minimize taxes.
Deb believes that there’s no such thing as perfect, so you must always strive to do better. She has been assisting individuals in managing their financial lives for more than 25 years and holds a master’s degree in Business Education from Bowling Green State University. Deb has owned a thriving tax practice for more than 35 years and incorporates that knowledge in helping clients minimize their taxes while maximizing their retirement income. She believes in providing education to the public and her clients so that they can make an informed decision about their finances. One of her favorite sayings is “you don’t know what you don’t know.”
Deb holds her Series 65 and Life and Health licenses. When she’s not at work, she enjoys reading, spending time with family and traveling.