Debra Schneider, CFP

Debra Schneider, CFP®
Managing Director – Investments

Debra’s nearly forty years of financial services experience has earned her a grounded and client-focused reputation. A CERTIFIED FINANCIAL PLANNER® professional, Debra is known for her thoughtful guidance, steady leadership and commitment to nurturing lasting relationships rooted in trust and transparency.

A Life’s Work in Discipline and Growth
Debra earned her degree in accounting and economics with a minor in finance from Lycoming College. During her final year, she completed an internship in a local bank’s trust department, preparing fiduciary tax returns—an experience that introduced her to the complexities of investment management and estate planning strategies. She then joined the bank’s management trainee program and soon transitioned into the trust department’s investment group.

Over the next 12 years, Debra progressed to Manager of the Investment Group, refining her expertise in portfolio construction, fiduciary oversight and client service. In 1998, she was recruited to join a brokerage firm, allowing her to remain in her local community while building her own book of business. Since then, she has steadily grown and maintained a multigenerational client base, often guiding families from wealth-building years through retirement and legacy transitions.

Personalized Service with a Forward-Looking Attitude
Debra believes firmly that “one size doesn’t fit all.” She emphasizes individualized planning strategies, taking time to understand each client’s goals, values and circumstances before crafting strategies tailored to their needs. While grounded in decades of experience, she remains committed to staying current in an evolving industry, continuously evaluating new investment strategies, technologies and processes to better serve her clients.

She works in close partnership with Brenda Krick, Senior Registered Client Associate, her colleague of three decades, sharing a mutual dedication to integrity, compassion and putting client interests first. Known for her honest and straightforward communication style, Debra believes long-term trust is built through reliability and clear communication.

Outside the Office
Debra has been married to her husband, Jim, for 36 years. She enjoys landscaping, fishing and spending time outdoors. A devoted dog owner, she shares her home with three Labrador retrievers and has long been involved in raising and rescuing dogs. The family also enjoys spending time on Lake Norman in North Carolina, making the most of time together on the water.