Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Debra O'Connell joined Bergen Financial Group in 2016. She brings to the group over 20 years of customer service experience, as a valued addition to our team.  As a financial advisor helping clients plan for retirement, Debra enjoys working with her clients one-on-one to fully understand their goals and then working with them to create solutions specifically tailored to meet those goals.  She is supported by a team of administration and investment advisor representatives whose teamwork and professionalism ensure that each client is presented with thoroughly answered to the client's satisfaction. Debra is active in her time off and enjoys traveling.  She likes to hike, scuba-dive, golf and spend time with family. She comes from a large Midwest family and enjoys their winter visits to see her in Arizona.