About
Rebecca
Rebecca is committed to helping clients spend confidently, whether in retirement, on their first home, or anything in between. With a focus on mid-career professionals, she enjoys evaluating job offers, stock compensation, and employee benefits as much as traditional retirement planning.
For most of her childhood, Rebecca thought she’d grow up to be a teacher and works to bring that spirit to every client interaction. She loves getting to know clients as whole people, not just their numbers, and finding ways to align their financial plan with their values.
Rebecca lives near Fort Worth, Texas, but works with clients across the country. She aspires to find the best iced latte in every town she visits and hopes one day her toddler daughter will let her read in peace while she drinks it.
Education and Professional Milestones
-University of North Texas – bachelor’s degree in finance
-Series 65 license
Rebecca is committed to helping clients spend confidently, whether in retirement, on their first home, or anything in between. With a focus on mid-career professionals, she enjoys evaluating job offers, stock compensation, and employee benefits as much as traditional retirement planning.
For most of her childhood, Rebecca thought she’d grow up to be a teacher and works to bring that spirit to every client interaction. She loves getting to know clients as whole people, not just their numbers, and finding ways to align their financial plan with their values.
Rebecca lives near Fort Worth, Texas, but works with clients across the country. She aspires to find the best iced latte in every town she visits and hopes one day her toddler daughter will let her read in peace while she drinks it.
Education and Professional Milestones
-University of North Texas – bachelor’s degree in finance
-Series 65 license