Debra Ohstrom, CFA has worked in the financial industry for over 27 years at firms such as Merrill Lynch, Morgan Stanley and Citi Private Bank. She has had a variety of roles around investing and building client portfolios to help them achieve their goals. She has earned an MBA in Finance and the Chartered Financial Analyst designation and now wants to bring her expertise directly to you in a clear and understandable way so you can build a money plan and have the confidence to start taking action to have your money growing for you.