About Becca
Becca believes her role extends far beyond the numbers—for her, it’s all about relationships. Trust and transparency are central to her approach when partnering 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, or navigating the difficulties of divorce or losing a spouse, Becca guides 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.
Becca joined Focus Partners in 2019 and has nearly 15 years of experience in the industry. Becca earned her Bachelor of Arts degree from Washington University in St. Louis with concentrations in political science, economics, and American culture studies. Becca is passionate about sharing her industry expertise, frequently writing for and contributing to national publications, including TheStreet, Retirement Daily, CNBC, MSNBC, NPR, Forbes, as well as Buckingham's insights and articles. She has also 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 is an Alumni member of the Kansas City Chamber of Commerce's Centurions Leadership Program (Class of 2025) Becca is a board member of Missouri Appleseed, an organization dedicated to ensuring all Missouri families can thrive by improving public health, criminal justice, and child welfare systems through research, advocacy, and education. 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 extends far beyond the numbers—for her, it’s all about relationships. Trust and transparency are central to her approach when partnering 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, or navigating the difficulties of divorce or losing a spouse, Becca guides 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.
Becca joined Focus Partners in 2019 and has nearly 15 years of experience in the industry. Becca earned her Bachelor of Arts degree from Washington University in St. Louis with concentrations in political science, economics, and American culture studies. Becca is passionate about sharing her industry expertise, frequently writing for and contributing to national publications, including TheStreet, Retirement Daily, CNBC, MSNBC, NPR, Forbes, as well as Buckingham's insights and articles. She has also 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 is an Alumni member of the Kansas City Chamber of Commerce's Centurions Leadership Program (Class of 2025) Becca is a board member of Missouri Appleseed, an organization dedicated to ensuring all Missouri families can thrive by improving public health, criminal justice, and child welfare systems through research, advocacy, and education. 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.