With over 15 years of customer service experience and the last 5+ years supporting financial professionals, Bekah brings a strong foundation of organization, communication, and client care to every interaction. She serves the essential role of supporting the day-to-day operations with precision, empathy, and care.
Currently studying for her securities license, she is passionate about expanding her knowledge of investment options and deepening her role in the financial industry. Bekah is drive by a growing interest in different financial planning strategies and helping others make informed decisions.
Outside of work, Bekah balances being a proud mom to three energetic boys (and one equally energetic pup) and a Coast Guard spouse. She stays grounded by volunteering regularly at a local church's coffee shop, where she's found community and the perfect excuse for a second espresso. Bekah plans visits as often as possible to her home state of Maryland, where most her very close-knit family still lives.