Client Service Representative
(906) 387-3337

Since January 2012, Rebecca has been an assistant to several of the Registered Representatives within CG Financial as a client service manager as well as providing accounting and tax preparation services to local businesses and individuals. Ten years combined experience within the financial planning and banking industries has given her a well-rounded knowledge of meeting clients’ needs and financial goals.

Rebecca holds a bachelor’s degree in Business Management from Northern Michigan University, the Financial Services Specialist (FSS) designation awarded by the American College, her Series 65 securities license and is currently working toward her Chartered Financial Consultant (ChFC) designation.

Married with two girls, Rebecca enjoys spending time with her family, playing tennis and reading.