Becky has more than 35 years of experience as a Financial Advisor, providing thoughtful, customized wealth management for individuals, families, and organizations. She offers expertise in portfolio management, retirement planning, insurance strategies, education funding and estate planning services. Becky began her career with Dean Witter and ultimately settled at Ferris Baker Watts- now RBC Wealth Management- in 1989. She continues to serve a loyal network of multigenerational clients across the region.
In addition to building a successful advisory practice, Becky served as Branch Director for RBC Wealth Management’s McLean, VA office. She holds a certificate of financial planning from Georgetown University’s Center for Professional Development and is a graduate of the Dorsey Wright Program in Technical Analysis. She has passed the Series 7, 8, 63 and 66 exams and holds the State Life and Health insurance Licenses.
Becky is a proud alumna of Florida State University and remains active in the university’s alumni network. She is a strong believer in community service and has served in numerous leadership roles, including past Chair of the Northern Virginia Chamber of Commerce (formerly the Fairfax County Chamber of Commerce). Becky has also served on the boards of Fairfax County Arts Council, Wesley Seminary Foundation (where she chaired the Investment Committee) and the Fairfax County Library Foundation. A graduate of Leadership Fairfax, she later served as its chair from 2000 to 2001. In addition, she volunteers with Junior Achievement’s Finance Park where she enjoys helping students build their financial foundations.
Becky has lived in Northern Virginia for more than 30 years and currently resides in Springfield with her husband, Tom. She stays active through walking and tennis and cherishes time spent with her close-knit family, especially gatherings with her siblings and their families visiting them in their homes and hosting them at the Outer Banks. An avid reader, Becky is known to have a book recommendation for almost every life scenario.