My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Deborah "Debi" Edwards

Deborah "Debi" Edwards

Photo of team member
Deborah "Debi" Edwards

CPA + Financial Advisor + Personal Financial Specialist

In 1984, Debi joined the firm that was founded by her mother and grandfather. She is a Certified Public Accountant (CPA) and financial advisor. Debi has demonstrated her knowledge and expertise in personal financial planning by attaining the Personal Financial Specialist (PFS) designation from the American Institute of CPAs (AICPA). As the lead partner, she has cultivated a firm that values teamwork, trust and mutual respect. She is proud to serve three generations of clients – a true testament to a family legacy of providing knowledgeable, professional and comprehensive accounting and tax advisory services for over 50 years. The firm also proudly holds membership in the Greater Belleville Chamber of Commerce.

Debi was inspired to provide financial services including investment, retirement and estate planning because of her commitment to helping clients realize the benefit of tax-smart financial planning. There is nothing more gratifying to her than using the specialized tax and investment expertise of all team members to provide clients with guidance designed to help them realize their financial goals and live out their life plan.

Debi’s husband, Kevin,  also works at the firm and shares her same passion of making a difference for their clients. They have been blessed with one son, Brandon, who served the country for eight years in the United States Air Force, including time in Afghanistan. He now works in law enforcement in the Charleston, South Carolina area.  Debi has four siblings, three of whom are also CPAs! She enjoys walking, boating, golfing, traveling, and of course, spending time with family and friends. Debi is active with Sts. Peter & Paul Church and the Diocese of Belleville. She is a past board member and chairman for the Finance Council, the Diocesan Community Foundation and several youth retreat programs.

Designations
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Licenses
FINRA Series 7
FINRA Series 66

Education
Bachelor of Science in Accountancy, Illinois State University (1982)

Professional Memberships
American Institute of CPAs (AICPA)
Illinois CPA Society (ICPAS)

 

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM,  Member FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

    

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved