As Client Relationship Manager, Rebecca supports Gina throughout the financial planning process. From client communications and service requests, to data gathering, organization, appointment scheduling and meeting preparation, Rebecca manages many aspects of the practice.
Prior to joining the team, Rebecca spent 10 years in the financial services industry serving as both a client advisor and support staff member where she was able to build essential proficiencies in client relationship building and management. Other past experiences include working as a freelance writer, assisting businesses with marketing and content development.
Outside of the office, Rebecca enjoys swimming, traveling with her husband and their three daughters, and hiking with the family’s labradoodle. She is an active volunteer and loves coaching sports and contributing to philanthropic causes. Rebecca is also a commissioned artist, with specific interest in painting watercolor and acrylic landscapes.