Concierge Retirement Services
About five years ago, Rebecca began her professional career starting out as a receptionist in a financial firm where she worked her way up the ranks, discovering and learning as she grew. As Rebecca says “the financial profession chose me!”
She wears two very important hats here at Concierge Retirement Services: She’s our 3/16 Administrator, and she’s also our Office Manager. Rebecca also holds a FINRA (Financial Industry Regulatory Authority that oversees U.S. broker-dealers) “Series 6” license. She is responsible for helping plan administrators make contributions and navigate payroll / investment platforms for retirement plans.
One of Rebecca’s favorite responsibilities is “working with our clients – helping them understand that their funds are placed where they want them placed and that they have the appropriate access to those funds.”
Rebecca has a delightful and active teenage daughter who keeps her busy outside of work. Rebecca says “I love traveling anywhere, baking, spending time outdoors, and fishing!”