Client Experience Manager & Investment Advisor Representative
Rebecca joined the firm in 2011 as an Investment Advisor Representative. In this role, she works with clients to manage their investment assets and help them obtain their financial objectives. Rebecca brings a great deal of experience to the team having worked for several years at Marshall & IIsley Bank and MetLife. She earned a Masters of Business Administration degree (with an emphasis on finance) from Concordia University. She is a board member of the Howard Suamico Optimist Club, a member of the Green Bay Chamber of Commerce, Howard-Suamico Business & Professional Association, and is a past board member and chapter president of HBBA. In her off time, Rebecca enjoys camping, snowmobiling, reading, and music.