Debbra Dillon, CFP®

Financial Planner
Debbra Dillon, CFP®

Founder and President

Debbra began her financial advisory practice in 2000 at a nationally recognized brokerage firm. There she earned her Series 7, 63, and 65 securities licenses. In 2002 she transitioned to an independent investment advisory firm. Her experience at these firms only intensified her commitment to work solely for her clients.

Today, as a Fee-Only planner, all potential conflicts of interest regarding compensation are removed.

Professional Recognition

Debbra was admitted to the National Association of Personal Financial Advisors (NAPFA) in 2006 as a NAPFA-Registered Financial Advisor – a status widely acknowledged as reflecting the most stringent standards in the planning profession.

Recognized for her expertise and depth of knowledge, Debbra is also a contributing author to the book, Investing in an Uncertain Economy for Dummies®.

Debbra has been a guest columnist for the Idaho Business Review and The Eagle Independent. She has also been featured in local newspaper articles, Money Magazine, Military Officer® magazine, Discover Edge newsletter, and Fox News Network’s FoxBusiness.com. Click here to view Debbra’s contribution to “Investing in an Uncertain Economy for Dummies”.

Personal Life

Outside of the office, Debbra enjoys spending time with her husband, playing Musical Freestyle with her puppy, and practicing yoga.

Let’s Get Acquainted
I encourage you to schedule a free get acquainted meeting with us.