About Becca
Becca believes her role as a Wealth Advisor extends far beyond the numbers — for her, it’s all about relationships. Trust and transparency are central to her approach and partnership with clients to create financial plans offering peace of mind and a clear sense of direction for their future.
Embracing a holistic, collaborative approach, she makes it a priority to fully understand each client’s unique circumstances — from the concerns that keep them awake at night to the goals they’re eager to achieve. What fuels her passion is seeing the positive impact these plans have on her clients’ lives.
Becca loves empowering her clients in making well-informed financial decisions to "get things done," especially during times of transition. Whether it's the excitement of a new career path, the anticipation of a well-deserved retirement, navigating the difficulties of divorce or losing a spouse, Becca is there to guide clients through the financial choices these life events require. She takes pride in being a steady resource, helping her clients feel secure and resolved in all areas of their financial affairs.
With 15 years of experience in the industry, Becca joined the team in 2019. She is passionate about sharing her knowledge, providing insights and articles for the company as well as frequently contributing to national publications, including TheStreet, Retirement Daily, CNBC, MSNBC, NPR and Forbes. She has been a featured speaker at national conferences such as AICPA ENGAGE and XYPN LIVE. In 2024, Becca was honored to be listed in AdvisorHub's Top 200 “Advisors to Watch” issue spotlighting the industry’s rising stars.
Becca holds a Bachelor of Arts degree with concentrations in political science, economics and American culture studies from Washington University in St. Louis.
Becca is a member of the Kansas City Chamber of Commerce's Centurions Leadership Program (class of 2025) and serves on the Board of Missouri Appleseed, a non-profit advocating for the health, safety and dignity of Missouri’s women, children and most vulnerable populations through research and policy reform. An animal lover at heart, Becca also volunteers at Lakeside Nature Center, assisting in their wildlife rehabilitation hospital. Becca loves staying active with strength training, yoga, traveling and hiking National Park trails. Although she’s often on the move, Becca always makes sure to dedicate ample time to enjoying the company of her two feline companions, Godric and Calliope.
Becca believes her role as a Wealth Advisor extends far beyond the numbers — for her, it’s all about relationships. Trust and transparency are central to her approach and partnership with clients to create financial plans offering peace of mind and a clear sense of direction for their future.
Embracing a holistic, collaborative approach, she makes it a priority to fully understand each client’s unique circumstances — from the concerns that keep them awake at night to the goals they’re eager to achieve. What fuels her passion is seeing the positive impact these plans have on her clients’ lives.
Becca loves empowering her clients in making well-informed financial decisions to "get things done," especially during times of transition. Whether it's the excitement of a new career path, the anticipation of a well-deserved retirement, navigating the difficulties of divorce or losing a spouse, Becca is there to guide clients through the financial choices these life events require. She takes pride in being a steady resource, helping her clients feel secure and resolved in all areas of their financial affairs.
With 15 years of experience in the industry, Becca joined the team in 2019. She is passionate about sharing her knowledge, providing insights and articles for the company as well as frequently contributing to national publications, including TheStreet, Retirement Daily, CNBC, MSNBC, NPR and Forbes. She has been a featured speaker at national conferences such as AICPA ENGAGE and XYPN LIVE. In 2024, Becca was honored to be listed in AdvisorHub's Top 200 “Advisors to Watch” issue spotlighting the industry’s rising stars.
Becca holds a Bachelor of Arts degree with concentrations in political science, economics and American culture studies from Washington University in St. Louis.
Becca is a member of the Kansas City Chamber of Commerce's Centurions Leadership Program (class of 2025) and serves on the Board of Missouri Appleseed, a non-profit advocating for the health, safety and dignity of Missouri’s women, children and most vulnerable populations through research and policy reform. An animal lover at heart, Becca also volunteers at Lakeside Nature Center, assisting in their wildlife rehabilitation hospital. Becca loves staying active with strength training, yoga, traveling and hiking National Park trails. Although she’s often on the move, Becca always makes sure to dedicate ample time to enjoying the company of her two feline companions, Godric and Calliope.