About Rebecca
Rebecca works with clients and the advisory team to create financial plans and assist with the follow-through needed to turn the plan into reality. The most rewarding part of her role is the moment a client’s stress visibly dissipates as they see their plan laid out on paper. She finds clients let financial worries become giant, nebulous monsters in their heads, but after a bit of organizing, the reality is rarely as scary as imagined.
A Wisconsin native, Rebecca realized the Midwest is where she belongs, and she currently resides in St. Louis. Outside of the office, she spends her time reading and listening to podcasts and can often be found wandering the streets in search of adventure and frozen custard.
Education and Professional Milestones
-University of North Texas - Bachelor of Business Administration in finance
-Series 65 license