About
Debbie collaborates with her clients to establish wealth management strategies designed to achieve their financial goals. She is passionate about working with physicians, executives, and families to plan their financial journey and maximize their financial capacity. Debbie has developed skills in varied retirement plan structures, financial strategies, and tools—with a goal of optimizing the financial capacity for those in the health care community. She brings 25 years of financial industry experience to portfolio development focused on wealth preservation and financial goal achievement. She joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. Debbie treasures time with her husband, John, and their family. Together they enjoy the outdoors, biking, golfing, boating and alpine skiing.
Education
- BS, University of Illinois
Associations & Memberships
- Member of:
- Board Member, Friends of UW Health
- Legacy Committee Member, Wisconsin Foundation & Alumni Association
- Member, CFA Society
- Member, TEMPO-Madison
- Past Board Member, SSM Health at Home Foundation
- Past President, Madison Junior Women's Club
Resources from Debbie Oswald
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation