- Financial Planning & Wealth Management
- CERTIFIED FINANCIAL PLANNER™ Certificant
- 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.
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