About
Becky is often the first person clients connect with when they contact the office. She oversees the day-to-day operations that keep the team organized and works closely with colleagues to support a smooth and responsive client experience.
With more than 29 years in the financial services industry, Becky brings extensive experience to her role. She holds the FINRA Series 7 and Series 66 securities registrations, along with insurance licenses.
Outside the office, Becky enjoys traveling, spending time with her daughter, and taking long walks with her two dogs.
