Main Duties:
Helping clients with servicing their investment account and assisting with tax preparation. Rebecca has obtained the credential of Financial Paraplanner Qualified Professional, passed the Enrolled Agent exam from the IRS, and achieved her securities Series 6 license.
SuperHeroine Strengths*:
Achiever, Strategic, Learner, Responsibility, Arranger
Something More Personal…
Originally from Galesburg, Illinois, Rebecca moved to Kentucky because her husband, Sean, was hired for his dream job as a meteorologist at Paducah's National Weather Service.
She and her husband drummed up their relationship during a high school, marching band trip to Disney World. She played on the drumline in high school and college; her husband was also a percussionist.
Rebecca and Sean welcomed their first child, Emma, in 2021. They also have a dog that nearly qualifies as a dependent! Sadie, a beagle-terrier mix, was adopted from Project Hope in Metropolis and loves to run, play with her toys, and cuddle.
While she is busy helping clients in March with taxes and investments, it's all about March Madness basketball after work. Summer and fall will find her and her husband hiking throughout the Shawnee Forest area, especially around the Garden of the Gods.
Back to Meeting Our Team
* Obtained from the StrengthFinders® assessment (see https://www.gallupstrengthscenter.com/)