Our Team

Debbie DeWall Matustik

Principal

Having spent almost 25 years in the financial services field, Debbie brings exceptional experience to bear on her client relationships.

Debbie received a Bachelor of Science in Business from Trinity University in San Antonio and an MBA in Finance and Accounting from the University of Texas at Austin. She holds the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from The American Society of Pension Professionals & Actuaries (ASPPA) and also completed the Certified Retirement Administrator (CRA) curriculum from the International Foundation for Retirement Education.

With a background in banking and finance, Debbie began her work with mutual funds and retirement plans as head of Business Development for a Third Party Administrator in Austin, Plan Data. After several years, she accepted an ownership position at The 401(k) Company (since acquired by Charles Schwab) and served in the capacity of Senior Vice President for more than 10 years. Debbie was responsible for marketing and selling the company’s services to 401(k) plan sponsors in the mid- to large-plan market (ranging from $50 million - $1 billion in plan assets) throughout the U.S. This position necessitated comprehensive understanding of qualified and non-qualified retirement plan design, investments, communications, compliance, plan conversions, ERISA and DOL rules and regulations, as well as recordkeeping systems and procedures. 

Prior to joining National Retirement Partners (now LPL Financial) as a member firm in 2010, Debbie worked four years as a Financial Advisor at UBS Financial Services. While at UBS, she concentrated on two primary types of business:

• Working as a ‘hands-on’ investment advisor for company-sponsored retirement plans, guiding her clients through their fiduciary obligations, assisting in plan design consulting, investment monitoring, vendor reviews and searches, creating employee communication campaigns, presenting on-site employee meetings and frequently working one-on-one with the employees.
• Providing mutual fund investment management services for clients—generally after working through a comprehensive financial planning process to identify their specific goals and objectives.

Debbie is Series 6, 7, 63 and 66 securities registered through LPL Financial and holds the Life, Variable Life, Variable Annuity, Long Term Care and Health Insurance licenses.

A native of Minnesota, Debbie lives in Austin, Texas with her husband, Mike, and their twins, Ashley and Matthew, born in 2005.

Specialized Team Resources

Through our affiliation with LPL Financial Retirement Partners, we gain access to a sophisticated team of investment analysts led by:

Jamie Kitchens, CFA

James Kitchens has over 21 years experience as an investment professional. Prior to joining National Retirement Partners, he was Vice President of Investments at Net Asset Management, where he led the Investment Policy Committee. Jamie's previous role was Director of Research for RunMoney Corp., where he developed sub-advisory relationships and created the firm's recommended portfolios and investment strategies. Jamie also has tactical investment experience gained while working as Senior Analyst for a hedge fund within the PBHG Funds group. Jamie led business development and branch management efforts at a retail office of Charles Schwab & Co.

Jamie holds a Bachelor's degree from the University of California, San Diego. He has successfully passed the NASD Series 4, 7, 8, 63, and 65 examinations and his registrations are held with LPL Financial. Mr. Kitchens has earned the Chartered Financial Analyst (CFA) designation and is a member of the Association of Investment Management and Research.