About Becca
As a wealth advisor at Buckingham Strategic Wealth, Becca champions the dual roles of advisor and advocate. Becca makes money work for her clients so they can focus on the people, endeavors and causes they care about most.
Becca specializes in guiding women undergoing life stage transitions: Preparing for retirement, navigating a divorce, or preparing for a significant shift in their careers, lifestyle or overall direction. Becca helps her clients embrace a fresh and authentic approach to engaging with their finances through an evidence-driven, values-based financial planning process that addresses investments, cash flow redeployment, tax strategy, risk management and charitable planning.
Becca is an alumna of Buckingham's inaugural DEI Council and participates in pro bono advising with the Foundation for Financial Planning. She regularly writes for and is quoted in national publications, such as TheStreet, Retirement Daily, CNBC, MSNBC, NPR and Forbes. Becca holds a Bachelor of Arts in political science, economics and American culture studies from Washington University in St. Louis.
Becca also has the following professional affiliations and recognitions: She is a member of the Kansas City Chamber of Commerce Centurions Leadership Program - class of 2025; she was a featured speaker at the AICPA ENGAGE Conference in 2023; she participated in the Greater St. Louis Speech & Debate Association in 2020; and she served as GSL Assistant Coach of the Year and New Leaders Council Fellow - class of 2019, St. Louis Chapter.
Outside the office, Becca dedicates her time to volunteering at Lakeside Nature Center, where she assists in their wildlife rehabilitation hospital. Additionally, she contributes to Operation Breakthrough by supporting special events and education efforts. Becca enjoys practicing yoga, traveling, hiking National Park trails, and spending time with her two feline companions, Godric and Calliope.
As a wealth advisor at Buckingham Strategic Wealth, Becca champions the dual roles of advisor and advocate. Becca makes money work for her clients so they can focus on the people, endeavors and causes they care about most.
Becca specializes in guiding women undergoing life stage transitions: Preparing for retirement, navigating a divorce, or preparing for a significant shift in their careers, lifestyle or overall direction. Becca helps her clients embrace a fresh and authentic approach to engaging with their finances through an evidence-driven, values-based financial planning process that addresses investments, cash flow redeployment, tax strategy, risk management and charitable planning.
Becca is an alumna of Buckingham's inaugural DEI Council and participates in pro bono advising with the Foundation for Financial Planning. She regularly writes for and is quoted in national publications, such as TheStreet, Retirement Daily, CNBC, MSNBC, NPR and Forbes. Becca holds a Bachelor of Arts in political science, economics and American culture studies from Washington University in St. Louis.
Becca also has the following professional affiliations and recognitions: She is a member of the Kansas City Chamber of Commerce Centurions Leadership Program - class of 2025; she was a featured speaker at the AICPA ENGAGE Conference in 2023; she participated in the Greater St. Louis Speech & Debate Association in 2020; and she served as GSL Assistant Coach of the Year and New Leaders Council Fellow - class of 2019, St. Louis Chapter.
Outside the office, Becca dedicates her time to volunteering at Lakeside Nature Center, where she assists in their wildlife rehabilitation hospital. Additionally, she contributes to Operation Breakthrough by supporting special events and education efforts. Becca enjoys practicing yoga, traveling, hiking National Park trails, and spending time with her two feline companions, Godric and Calliope.