A Seattle native with a passion for finance, Rebecca loves to help clients turn their aspirations into concrete plans of action. She especially enjoys analyzing and advising on personal wealth planning issues that arise for business owners, tech executives, and families passing on multigenerational wealth. At LNWM, says Rebecca, I can draw on a wide variety of in-house expertise to guide the preservation, accumulation or distribution of wealth so it is aligned with client priorities in each phase, be it funding a trust or foundation, educating younger generations to assume greater financial responsibility, or investing for impact.
Another reason Rebecca loves working at LNWM is because there are many women in leadership positions at the firm, which is not common in the financial industry. “Combined with efforts to increase all types of diversity, this allows us to benefit from different perspectives and a more open environment for sharing ideas and feeling that everyone’s voice matters.”
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- Chartered Life Underwriter®
- B.A. in Business Administration
University of Washington, Foster School of Business