Rebecca works with our existing clients and our financial advisors. She manages the administrative and operational components of our client relationships, ensuring seamlessly coordinated client service experience.
Rebecca has worked in the financial industry since 2018 and has a passion for building strong client relationships and helping people reach their financial goals in the process. Outside of work she and her husband enjoy making memories with their grandson and exploring the outdoors, hiking and bike riding. Rebecca joined Family Tree Financial in November, 2025.
Rebecca is not affiliated with Osaic Wealth, Inc.
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When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
