ESTATE MANAGEMENT GROUP - Key Persons
Deborah Sims is the Principal of the Estate Management Group, located in the heart of Historic Rancho Santa Fe, California. She began her career with Dean Witter thirty years ago in downtown Los Angeles.
Within five years, Deborah was named Vice President of Great Western Financial Services, an acclaimed Wall Street firm. For the last fifteen years, Deborah Sims has been practicing as a Weath Advisor. While using her unique approach, founded on providing personal service, her mission has been to educate her Clients with the knowledge to simplify a complicated subject.
Currently, Deborah Sims and the Estate Management Group provide financial guidance to Clients of Wealth, Women, Business Owners, and Investors & Retirees to help them plan their Financial Future and protect their Family Legacy.
Deborah Sims' Estate Management Group works closely with a network of locally renowned Estate Planning Attorneys and Certified Public Accountants. By structuring a team with outside specialists, Deborah is able to provide her Clients with access to a variety of services. Over the years, this original method has simplified her Clients needs and distinguished Deborah in the Financial Services Industry.
Job Titles:
- Executive Assistant
- Executive Assistant to Deborah Sims
Devon Sims is the Executive Assistant to Deborah Sims. Devon studied at the California State University San Marcos. Growing up with a Wealth Advisor, Devon learned the power of budgeting, establishing good credit, and setting financial goals.
Devon became passionate about making money fun and stress-free. She decided to pursue a financial career that allowed her to help others feel the same way. Devon's mission is to provide clients with a warm, welcoming environment where they feel comfortable to discuss personal concerns and wishes.
As a proud and native San Diegan, Devon likes spending time outside walking along Mission Bay and the Pacific Beach Pier with her fiancé. Devon has a passion for cooking and always enjoys discovering a new, delicious recipe on Pinterest.