With more than two decades of experience serving his clients’ unique investment needs, John Debczak serves as the lead advisor of Debczak Wealth Management.

From John’s perspective, perhaps the most valuable lesson he’s learned is knowing that communication is the key to each relationship with his clients. He uses clear, easy-to-understand language when discussing his clients' investments in an effort to help them better understand their investment choices and how they fit into their overall investment strategy and financial objectives.

Robert Sullivan has been helping clients manage their wealth since 2015, and prior to entering the financial services industry, he worked for 17 years in corporate finance. In 2019, he proudly joined Debczak Wealth Management.

He is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs and goals. Robert’s ongoing mission is to provide every client with personalized, comprehensive financial advice and portfolio management strategies, all of which are delivered with the highest level of personal service and professional integrity.

In 2018, he earned his CFP^® certification, which is awarded to financial professionals who meet stringent financial services experience requirements, complete a comprehensive educational curriculum encompassing all major aspects of planning, and pass a rigorous examination.

A financial services professional for more than 35 years, Janet Helbling enjoys providing each client with prompt, efficient, and personalized service. Most of all, she has a knack for getting to know the team’s clients and working closely with them and their families.