Becky is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Adviser Representative for Pacific Global in Florida with over 20 years experience in the financial services industry and over 15 years as a CFP® professional. She sees financial planning as a valuable tool for clients to address their financial concerns in every stage of life. She works diligently with each client to meet their specific needs and empower them to achieve their goals. Clients appreciate the ease of her collaborative approach which can answer targeted questions or create a plan to help them save for and live comfortably in retirement.

Becky also serves as a Compliance Officer supporting the firm’s Client Services team. In addition, she has provided invaluable support in marketing and business development since she joined the firm in 2005. She received a B.S. degree in psychology from Geneva College and obtained her CFP® marks in 2009.

Outside the office, Becky is an avid reader and coffee lover, enjoys traveling, spending time with her husband and two very active sons, and volunteering with her church and local community organizations.

CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.