As a Client Associate, Rebekah is passionate about supporting advisors and clients in meaningful, everyday ways. With over a decade of administrative experience, she shares her team’s mutual goal of helping clients feel secure and confident on their financial journey, which is why she is driven to tend to every client task in an efficient and dependable way. Outside of handling client requests, Rebekah also assists with account openings and administrative tasks, including documentation and scheduling needs.
Rebekah obtained her BA in business management from Benedictine University. Outside of the office, you can find Rebekah volunteering at Twin Rivers Church, taking a walk with her dog, Logan, or reading a good book. Rebekah currently resides in South County and loves everything that St. Louis has to offer!