Rebecca Monish

CFP®
Office Manager

Rebecca is a Hickory native and a graduate of East Carolina University where she earned a Bachelor of Science in Business Administrations. She is life and health insurance licensed, has held her General Securities license since 1998 and obtained her CERTIFIED FINANCIAL PLANNER certification in 2005.

Since 1994, Rebecca has been helping our clients navigate the myriad of available investment options with unparalleled service and a personal commitment.

She and her husband Scott have been married 30 years and have two children. In her free time, Rebecca enjoys horseback riding, walking her dogs and reading.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.