Rebecca began her career in the Financial Services Industry over 26 years ago after graduating from the University of Louisiana – Shreveport with a bachelor’s in business administration and minors in Accounting and Economics. She holds her Series 7, Series 66 registration as well as Life and Health Insurance license.
Rebecca has always had a passion for helping business owners and individuals fully understand the gaps in the areas of their planning process. She believes the financial advisor should work as the financial quarterback for each client engaging other specialists such as the CPA, attorneys, and other advisors to fully implement the plan, in order that it flows without gaps, in every area of your life. She enjoys working with motivated people who realize that planning for the future is far too serious to handle on their own. She brings the holistic approach to financial and estate planning, business strategy, by addressing areas of concern, educating clients and bringing all their needs and desires into the planning process. The ultimate goal is to accumulate, protect and preserve their net worth. She is committed to providing her clients with the guidance and consistent service needed in developing, implementing and maintaining a comprehensive business and individual strategy. Rebecca is involved in many charitable and civic organizations throughout her local community as well with her local church.