Our Financial & Insurance Professionals

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Debbi Christie Marcum
President

Debbi received her bachelor’s degree from Missouri State University and her Masters from Furman University in South Carolina. She has two daughters and two bonus sons. She is state licensed in several states and has clients across the United States. A Tennessee resident, Debbi is a member of NAIFA and in addition a member of the prestigious Million Dollar Round Table, Top of the Table. Debbi’s goal is to assist each and every client with exemplary service in safe money planning and asset preservation in retirement. 

Protecting what you have built goes beyond investments. As part of my planning process, I utilize Estate Guru to help clients bring clarity and organization to their estate. From document organization to legacy planning, this tool makes it easy to ensure your wishes are documented, accessible, and ready when your family needs them most.

Andrea Thomson
Operations Manager

Andie was born in Des Moines Iowa and has lived there all her life. She has 1 daughter Nicole and 2 granddaughters – Korri and Marli that are her world.
Andie loves spending time with her family and her job is very important to her. She is committed to Retirement Solutions and all our clients and works hard to be there for them and assist in any way possible.

To elevate your investment management and financial planning experience, we’ve partnered with Gradient Investments, LLC — a privately owned, SEC-registered investment advisor. Gradient Investments supports financial advisors nationwide, delivering professional money management services, investment research and strategy, and portfolio support based on your unique objectives. Through this partnership, we’re able to offer you innovative strategies and personalized retirement planning services. Please be advised that Gradient Investments, LLC, and North Haven Wealth Advisory Group operate independently. 

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.

Our Strategic Partners

Gradient Investments, LLC

MICHAEL BINGER, CFA®

President of Gradient Investments,
LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

Keith Gangl, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, managed a Lipper Award-winning mutual fund, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.

Tyler Ellegard, CFA®

Senior Portfolio Manager of Gradient Investments,
LLC

Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.