AIF®
RPA Relationship Manager
Email: becky@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Becky Take Financial AssessmentAIF®
RPA Relationship Manager
Email: becky@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Drawing on her years of experience in client service roles, Becky came to Plancorp in 2013 to engage and educate clients in our Retirement Plan Advisors division. Patient and friendly, Becky is committed to giving employees the education they need to make empowered decisions about their retirement.
Becky received her BS in Business Administration from the University of Missouri-St. Louis. Prior to joining Plancorp, she held Client Service Specialist and Senior Associate roles at UMB Financial Services, Inc. and UMB Private Wealth Management. Here, she works closely with plan administrators, keeping them apprised of regulatory changes and managing employee communication.
An avid Blues hockey fan, Becky never misses a game. In her free time, she also enjoys gardening and spending time with her family.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163