Rebecca is a CERTIFIED FINANCIAL PLANNER™ professional and Support Advisor at TFG Advisors. In her position, Rebecca designs personal financial plans and assists in behind the scenes work for the Senior Advisors of the firm. Growing up, Rebecca would go with her parents when they attended meetings with their financial advisor, which is what inspired her to pursue this industry. Rebecca enjoys building relationships with clients and helping them make smart financial decisions.
Rebecca graduated from Central Michigan University, in December 2017, with a Bachelor of Science in Personal Financial Planning and Accounting. Rebecca obtained her CFP® certification in May 2021. Rebecca grew up in the Thumb of Michigan where she enjoys summer camping trips and boating with her fiancé & family along the beautiful shores of Lake Huron. Pictured below is Rebecca with her fiancé, James, and their dog, Piper.
Phone: (248) 724-0090