Debbie serves as Vice President and Director of Operations at Legacy Roots Wealth Management, where she plays an integral role in overseeing the firm’s day-to-day operations and ensuring a seamless experience for both clients and advisors.
With decades of experience in customer service and operations, Debbie is directly involved in nearly every aspect of the business—from operational management and product research to event coordination and internal processes.
Debbie began her career with the firm in 1999 and spent more than 20 years working closely alongside founder Hugh Ruggieri. During that time, she developed a deep understanding of the firm’s philosophy and a strong commitment to the principles of trust, honesty, and integrity that continue to guide Legacy Roots today. Her hands-on approach, attention to detail, and dedication to going above and beyond have helped foster long-standing client relationships built on confidence and care.
Known for her direct communication style and unwavering reliability, Debbie takes pride in knowing each client’s story and ensuring that no detail of their customized financial plan is overlooked. She believes deeply in service, accountability, and doing what’s right for clients—values that remain central to the firm’s mission.
Family is at the heart of Debbie’s life. She has been married for over 40 years, is the proud mother of three children, and a grandmother to seven. Outside of work, she enjoys cooking for family and friends and traveling to destinations that offer peaceful surroundings, beautiful sunsets, and welcoming communities.