Senior Manager | Wealth Management | Compliance Officer
Rebecca is a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plan Specialist (CRPS) and holds a Series 65 License. She joined WPWealth in 2008 as an Advisor and now serves the firm as the Chief Compliance Officer at WPWealth. Rebecca’s areas of practice include design and implementation of qualified retirement plans, wealth management and financial planning.
A graduate of the University of New Hampshire with a Bachelor of Science in Business Administration with a concentration in Finance, Rebecca went on to obtain her Associate’s in Arts from Tarrant Country College in For Worth. She is an active member of the National Association of Plan Advisors (NAPA) and TD Ameritrade Operations Panel.
She and her husband reside in the DFW area and, when not at work, can be found spending time with their two fur babies, ZZ and Abbie.