Becky has over 15 years in the banking and investment industry and has been our Client Services Manager since 2004. She is responsible for assisting our advisors and clients with new account processing, account transfers, fund deposits and disbursements, document processing, and various operational and compliance procedures. Becky is passionate about meeting our clients needs, questions, concerns and operational services in a timely and efficient manner.
Becky enjoys spending time with her husband, Steve, their 3 grown children and her grandson. She also enjoys gardening, painting and sewing.