Becky has been with the firm since January 2007. She came to us with 13 years of office management
experience. She has worked for McNeely Insurance and our firm, serving both firms as a client
relationship specialist. She is responsible updating client accounts. She is currently serving as our insurance support specialist. Becky runs projections on current life policies as well as quotes new coverage. She works closely with our advisors in gathering financial data and preparing for client reviews.
Licenses & Credentials:
• Property and casualty license
• Life and health licenses
• Series 6 and 63 securities registrations
In her spare time, Becky enjoys spending time with her three sons.