About Rebecca
Rebecca had a life-long love of teaching and coaching, even thinking she would grow up to be a music teacher. When life took her in a different direction, she found her interest in money management, combined with her analytical style of thinking and passion for guiding others, made a great lead-in to financial planning.
Now, as an associate wealth advisor, 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.
For Rebecca, 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.
Rebecca received a bachelor’s of business administration in finance from the University of North Texas. She currently holds the CERTIFIED FINANCIAL PLANNER™ professional designation, along with the Series 65 license. A Wisconsin native, Rebecca realized the Midwest is where she belongs, and she currently resides in St. Louis. Outside of the office Rebecca spends her time reading, listening to podcasts, and can often be found wandering the streets in search of adventure and frozen custard.
Rebecca had a life-long love of teaching and coaching, even thinking she would grow up to be a music teacher. When life took her in a different direction, she found her interest in money management, combined with her analytical style of thinking and passion for guiding others, made a great lead-in to financial planning.
Now, as an associate wealth advisor, 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.
For Rebecca, 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.
Rebecca received a bachelor’s of business administration in finance from the University of North Texas. She currently holds the CERTIFIED FINANCIAL PLANNER™ professional designation, along with the Series 65 license. A Wisconsin native, Rebecca realized the Midwest is where she belongs, and she currently resides in St. Louis. Outside of the office Rebecca spends her time reading, listening to podcasts, and can often be found wandering the streets in search of adventure and frozen custard.