Becky has served in many roles since she joined out firm in 2007. She has experience as our client relationship specialist, as well as out insurance support specialist. She currently works closely with our advisors to ensure that our client accounts are opened quickly and accurately.
Becky is a registered assistant and processes account reallocations and transactions. She has served on the Operations Advisory Board for AssetMark Trust Company, sharing her expertise in operation management and client relations.
Licenses & Credentials:
• Property and casualty license
• Life and health licenses
• Series 6 and 63 securities registrations
Becky loves to hike, read, and spend time with family.