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.
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.
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* Obtained from the StrengthFinders® assessment (see https://www.gallupstrengthscenter.com/)