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private wealth
Debra Wilkens

Debra Wilkens, CFA

Founding Partner

Historical Relationship Tenure: 13 years

Years of Experience: 15 years

Educational Background

  • Baylor University, BA, Business Administration and Political Science (Summa Cum Laude / Valedictorian)


  • Chartered Financial Analyst (CFA®)

Other Notable Information

  • Specializes in building customized investment portfolios to meet the unique needs of high-net-worth individuals, families, foundations and endowments
  • Member of the Investment Committee
  • Active member of the CFA® Society of Austin