Advisor profile


My approach

What matters most to you? From a purely financial standpoint, you may be better off if you work longer and save more money. However, our advisors know that life is short and you can't put off living your life. Consequently, our approach to financial planning is based on helping you prioritize the things that are most important to you, while still preparing for your future.

I believe that money is the means to an end. What matters is what that "end" is for you. Whether it is travelling the world, being able to care for loved ones, funding your children's educations, or leaving an estate behind, we can help you strategize to meet your goals while also planning and saving for retirement. We want to help you plan for tomorrow, while still living for today.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • CASL® Chartered Advisor for Senior Living®

Education

  • M.A. Economics, University of Delaware, 1988
  • B.A. Economics & International Relations, University of Delaware, 1986

Interests

Rebecca loves to travel and has most recently visited Germany and Italy. She pursues this passion with her husband and two sons when they are not too busy between track meets, baseball games, and working on college applications.

Community participation

    • Member of the Financial Planning Association

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Five Star Wealth Manager, 2015, 2016, 2017, 2018, 2019
  • Forbes Top Women Wealth Advisors, 2017, 2020