Rebecca brings a mission-driven approach to her role as Client Service Associate. After starting in banking and mortgages in the early 2000s, she discovered that many clients' financial struggles stemmed from simply not having the right guidance at the right time. That realization sparked her transition into comprehensive financial planning four years ago—she wanted to prevent financial struggles rather than help people recover from them.
Rebecca approaches every interaction with respect, patience, and infectious enthusiasm, building genuine connections with clients. Her special affinity for working with older clients comes from her deep bond with her grandparents, who taught her the value of treating everyone with care and dignity.
A Sacramento area native living in Folsom, Rebecca is excited about becoming a mother-in-law soon and is completely smitten with her puppy, Lucy. When she's not helping clients, you'll find her hiking, fishing, enjoying live music and comedy shows, or catching theater performances.