People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience

Debby Dunham

Client Service Associate

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Debby joined The Colony Group in 2015 as a Portfolio Administrator in the Richmond, VA office.  She is responsible for client service, portfolio administration, and operational support.

Debby’s professional experience includes over 8 years in financial services and administrative support. She started her career in the petroleum industry where she worked in sales and management. Prior to joining the Colony team, Debby worked at MidAtlantic Capital Management where she served as the office manager and client service representative.

Debby is a graduate of SUNY College at Cortland where she earned her BA in Economics with a minor in Marketing.  In her free time, she enjoys running, reading and spending time with her family.