Client Relationship Specialist
For Debbie Ackelson, helping the firm’s clients means developing relationships with each of them. Not only is she the friendly face they see when they walk in the door, she’s also a trust resource for getting questions answered and getting clients in touch with wealth advisors and portfolio advisors in the Wyomissing office.
Debbie also works behind the scenes to schedule and prepare for meetings, plan seminars, and update client paperwork and records. One of the things she loves best about her job is that each day is different, and she finds many opportunities for new projects. Debbie’s goal is to do everything she can to ensure the office runs smoothly and clients receive an unparalleled client experience.
Prior to coming to Buckingham Strategic Wealth, Debbie served since 2001 as the client service specialist for Herbein Wealth Management, which joined Buckingham in 2016. She lives in Wyomissing with her husband, three dogs and two cats. Debbie enjoys crocheting, traveling and spending time with family, including her two adult daughters who also live in Pennsylvania.