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.
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.
Take Our Free Analysis
