Our mission is driven by passion, supported by knowledge and devoted to helping our clients attain financial security for their families and businesses. The future is unpredictable, but with a comprehensive plan, our clients can feel confident for whatever challenges they may face. We make life changing impacts through our personal relationships, our world class solutions and our commitment to service.
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Rebecca has been recognized by some of the top industry publications. She is ranked by Forbes as a Best-In-State Wealth Advisor and a Top Financial Security Professionals in the country. She has also been named to the AdvisorHub Top 100 Women Advisors to Watch. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
AdvisorHub, Advisors to Watch, (June 2024), based on data submitted by online survey by March 29, 2024. Data collected in three main categories: Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. No compensation was paid to be eligible, however, marketing fees apply to logo use. Rankings and recognitions are no guarantee of future investment success.
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Top Financial Security Professionals Best-in-State list (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and rankings provided by Shook Research. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating (s). Rankings and recognitions are no guarantee of future investment success.