Home | Debra L Caffrey

Hello.

I'm Debra Caffrey

I began my career in financial services as a Trust Officer at a local bank 35+ years ago. I left banking and went into financial planning and investing as an advisor with Waddell and Reed in 2007, moving to LPL Financial in 2021. At that time, I founded Rolling Plains Financial. I hold the CPA and CFP® designations.

I believe that professional financial planning and advice is life changing. I am committed to understanding my clients’ whole life, so my team and I can develop personalized strategies designed with a goal to work for them. My focus is their success now and into the future.

My clientele ranges from individual families, professionals and business owners to retirees and professionals who want to preserve and/or protect their wealth.

I live in Hutchinson, Kansas with my husband, Rick, and our Mastiff, Lily and Great Dane, Rose. I am a board member at Reins of Hope and am active in the community and with my church. I spend as much time as possible with my two granddaughters, Clara and Charlotte in Moab, Utah.

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Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Meet Our Team

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

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