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Debra Jean Heilig

Debra Jean Heilig

Client Assistant

315-738-4596

315-797-1872

DHeilig@rwbaird.com

Debra Jean joined The Scott George Group in the Fall of 2010 as a Client Assistant and assists Scott on the corporate retirement plans that he advises on. Debra Jean prepares quarterly review presentations for the corporate review meetings that take place with the Advisor and the 401(k) committee members of each retirement plan. Debra Jean serves as a liaison between the 401(k) committee members and Account Managers at various fund companies where the retirement plans are held. She also assists 401(k) participants with various issues pertaining to their individual 401(k) accounts, including loan requests, in-service distributions, rollovers, cash outs upon retirement, and much more. Debra Jean was the lead vocalist in a local, full-time band in the 80’s and has lived most of her life in Central New York, except for a few years spent in South Georgia.