Your Partner in Planning

Hi, I’m Rebecca, though most people call me Becky.

I’m a Financial Advisor with EFS Advisors, and I’m passionate about helping individuals and families feel more confident and in control of their financial lives. I know finances can feel overwhelming, so I focus on simplifying the process and creating plans that are practical, personal, and aligned with what matters most to you.

I didn’t take a traditional path into advising myself. I grew into this role within EFS Advisors, starting in client service and operations. That experience shaped how I show up today. I understand the full client journey, and I’m intentional about making sure every person I work with feels supported, heard, and taken care of every step of the way.

Recently, I was honored to be recognized as an Emerging Star by the National Tax-Deferred Savings Association. It’s a meaningful milestone for me and a reflection of the energy and commitment I bring to this work. I’m always learning through attending conferences, staying curious, and looking for ways to bring more value to my clients.

Outside of work, life is full in the best way. I live in Stanchfield with my husband, Aaron, and our two kids, Samuel and Rosemary. They’re a constant reminder of why this work matters—helping families build security, flexibility, and peace of mind for the future.

At the end of the day, this business is about relationships. I take a lot of pride in being someone my clients can rely on... not just for guidance, but for consistency, honesty, and a steady hand when it matters most.

I’d love the opportunity to work together and support you in reaching your financial goals.

Credentials & Designations

I hold multiple industry licenses and designations that reflect my dedication to professional excellence and staying at the forefront of financial planning.