Rebecca has been part of our team for more than 10 years. She hails from the Libertyville area where she lives with her husband and two daughters. She has previous experience with alternative investments related to hedge funds, and as an Operations Coordinator working with IRAs. She is the friendly voice you hear on the phone as she helps answer your questions, schedules your appointment, or directs you to other team members for assistance.

 

In her spare time, she serves on the Libertyville City Council, visits Carver Hawkeye Arena to cheer on Iowa Women’s Basketball, and attends her youngest daughter’s many sporting events. A moment to curl up on the couch and read a good book is a welcome respite!