Rebecca serves as Wealth Operations Assistant and has been an integral part of the firm since 1998, working alongside Kurtis for nearly 28 years. In her role, she supports the day-to-day operations of the practice.
Rebecca is a licensed Ohio Life Insurance Agent, an active Ohio Notary Public, and a graduate of Southern State Community College. Her extensive experience and commitment to operational excellence make her a valuable resource to both clients and the advisory team.
Known for her genuine care for others, Rebecca has built lasting relationships with clients over the years. Many clients view her as a trusted resource and appreciate her ability to provide knowledgeable assistance and personalized support. Her dedication helps create the high level of service and continuity that clients have come to expect from the firm.
Outside of the office, Rebecca has pursued certifications through the American Council on Exercise (ACE) in personal training, group fitness instruction, and water aerobics, reflecting her lifelong commitment to helping others achieve their goals.