Becca manages client services and essential administrative operations for our practice. She handles account processing, coordinates scheduling, and serves as a primary point of contact for clients. As a vital team member, Becca provides the exceptional support needed to keep our practice running smoothly.
Becca began her financial services career in high school at the Putnam Investments distribution center. She later transitioned to broker-dealer support at PFPC’s (now BNY) corporate office in Westborough, Massachusetts. She then relocated across the country to begin a 23-year career with Edward Jones, taking her from their Tempe, Arizona, headquarters back to the East Coast to work remotely.
Becca spends her free time restoring her 19th-century childhood home, gardening, kayaking, camping, and walking her dogs. She lives in Franklin, Massachusetts, with her husband, Kurt, their children, Koen and Brooke, and their cat and two dogs.