Debi Tiell
Founder, Partner, Financial Advisor & IAR
Thirty years ago, my career as a financial advisor was written in the stars. From humble beginnings working out of the trunk of my car, and going door to door for business, I opened a physical office in 2004 in Bascom, Ohio. The company has grown vastly since then, as we currently employ 14 associates and service clients in over 20 states. I specialize in 401(k) rollovers, efficient tax planning and retirement strategizing. I received education from Tiffin University and currently hold Series 6, 63, 65 and 26 registrations.
Over the years I have received production awards, have spoken at colleges and large scale conventions and have been a mentor to new and upcoming advisors.
I was honored to be the 2018 recipient of the Women’s Career Excellence Award at the Annual Meeting of the Seneca Regional Chamber of Commerce & Visitor Services. This award honors individuals who strive toward the highest levels of professional accomplishment - who excel in their chosen field, have devoted time and energy to their community in a meaningful way, and who also open paths so that others may follow.
My husband Ron and I enjoy spending time with our children and grandchildren. I am actively involved in my church and can be found spending time at Lake Erie and traveling in my downtime.
Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client's evaluation.