Rebekah has over seven years of experience in the financial services industry working as a senior client service manager. Rebekah assists the team with opening accounts, moving money, tax forms, meeting preparation, compliance and general account servicing. She also helps the team with marketing and client relationship management.
She is a great resource when Chris is not in the office!
Rebekah is originally from Arkansas where she grew up on a farm, and now lives in Northern Colorado. She loves horses and the outdoors, and enjoys hiking, camping and fishing in her spare time. Rebekah has three grandchildren, two horses, and two dogs. She also is an avid gardener and loves to cook.
Rebekah is excited to collaborate with us in helping our clients achieve their financial goals.