Director of Client Experience
Meet Debbie Moreau
Thirty years of caring for clients. The reason so many details get handled before you ever have to ask.
In the Office
There are people who work in client service. And then there are people who were simply born for it. Debbie Moreau is the latter.
With more than 30 years of experience caring for clients, Debbie brings something that can't be taught - a genuine warmth and quiet dedication that makes every person who calls Guided Wealth feel like they're the most important call of the day.
Chances are, if you've reached out to us, Debbie is the first voice you heard. And if you've worked with us for any length of time, she's the reason so many of the details you never had to think about got handled anyway.
Blake calls her the heart of the business. It's hard to argue with that.
Debbie approaches every client relationship with the same care she'd give her own family. She follows the details through to completion, and no one feels like just a number - not on her watch.
Behind the Scenes
Credentials & community
Experience
- 30+ years in client-facing roles
- Director of Client Experience - Guided Wealth Planning
At Guided Wealth
- First point of contact for most clients - the voice that sets the tone
- Manages ongoing client communication and experience with consistency and care
- The reason so many details get handled before clients ever have to ask