Partner & COO
and access,
Debbie is a CPA with 16 years of expertise working with high net worth clients. Her experience includes serving as a senior tax manager for BDO Seidman, assisting clients and financial advisors with complex tax issues. In her role as Chief Operating Officer with Charter, Debbie manages our internal financial, legal and administrative functions. In addition, she oversees company compliance processes and records for relevant regulatory bodies. In her free time, Debbie enjoys spending time with family and friends. She enjoys cooking, working out and watching her sons golf.