Debbie Lehman, FPQP®
Director of Client Experience
Debbie compliments our team with her dedication to client satisfaction and 25 plus years of industry experience.
She focuses on growing and maintaining Bay Point’s optimal client service platform. Her real-life experiences have proven most influential, like owning her own business and working for large wealth management firms. She has benefited from the immense array of client experiences and the knowledge that’s come from helping them.
She sincerely enjoys working with each of our clients in creating an easy flow through the financial planning and tax planning processes. When Debbie is not working, she enjoys cooking and spending time with her family, running, Dragon Boat Racing, teaching yoga, and being with her fur babies. She loves all aspects of volunteering.