Rebecca assists the Financial Planning department by researching, securing, and organizing paperwork for clients, and assisting the tax department. Rebecca has over 20 years of experience in the financial planning industry and is Licensed in life and health insurance.
Rebecca attended the University of New Hampshire. Go Wildcats! As a Music Education major – her instrument was her voice. She also minored in the Ancient Near East. For over 15 years, Rebecca taught private voice lessons and currently sings with her church worship team, plays guitar, and teaches her kids piano and guitar. She also sang back up for Barry Manilow!
Rebecca and her husband currently reside in Beavercreek and have an 11 year old daughter, 6 year old son, 2 cats, a King Charles Spaniel and an axolotl (mud puppy). When she has a free moment, she loves assisting her daughters’ American Heritage Girls Troop in Beavercreek.