Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Debbie joined Cumberland Trust in 2021. She oversees the Special Needs Trust Administration department and manages a growing team of trust officers, administrators, and specialists focused on providing excellent client service. Together, she and the Special Needs Trust Administration team support families and individuals with Special Needs and collaborate with their financial, legal, and tax advisors.
Debbie has over three decades of experience in the trusts and estates industry. Prior to joining Cumberland Trust, she served as the trust administration team lead at the Bank of Jackson Hole, Wyoming. Previously, Debbie led the Special Needs Trust team unit at Arden Trust Company in Phoenix, Arizona. She also managed the Private Client Services department at Advisory Trust Company in Phoenix, Arizona, and as a senior private client fiduciary advisor cultivated relationships with advisors, administrative support staff, and other professionals while working at their office location in Wilmington, Delaware.
Debbie holds an Executive J.D. from Purdue University Global. She earned an MBA and B.S. in Business/Management from the University of Phoenix. Debbie is a Certified Trust and Financial Advisor (CTFA), graduate of the Cannon Trust School, through Cannon Financial Institute, and has received both the Chartered Special Needs Consultant (ChSNC®) designation and the Chartered Financial Consultant® designation (ChFC®).