Deborah DeTray is the Founder and Senior Advisor of the firm, having built the original practice on a foundation of trust, consistency, and client-first guidance over more than 30 years. She continues to support select client relationships as part of a thoughtful transition to the next generation of leadership.

Deb’s approach has always centered on listening first. Her background in tax planning and retirement strategy allows her to help clients see the full picture, bringing clarity to decisions around preserving wealth and managing income over time. She holds a master’s degree in Business Education from Bowling Green State University and has owned and operated a successful tax practice for over 40 years.

She believes informed decisions come from understanding, often reminding clients that “you don’t know what you don’t know.” Her long-standing commitment to education and thoughtful planning continues to shape the firm’s approach today.