Vice President - Private Client Advisor
Industry experience since 1984
  • Financial Planning & Wealth Management
  • Holds Series 7 and 63 Securities Licenses
  • Member: Financial Planners Association
  • Member: Nebraska Financial Planners Association

Becky obtained the Certified Financial Planner® designation in 2006 and provides goal-based financial and retirement planning. She serves as a portfolio manager and works with customer preferring fixed-income products. Prior to joining Union Bank in 2000, Becky worked in the financial services industry for 17 years as a Series 7 Registered Representative concentrating on securities brokerage and institutional fixed-income portfolios.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.