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, my 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, I can help you strategize to meet your goals while also planning and saving for retirement. I 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
25
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, 2019-2020-2021
  • Five Star Wealth Manager, 2015, 2016, 2017, 2018, 2019, 2020
  • Forbes Top Women Wealth Advisors, 2017, 2020, 2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.