Client Service Associate
Rebecca comes to Financial Independence Planning from Vanguard where she worked as a Client Services Associate in the Retail Investment Group. She also has an extensive background in the non-profit sector including the Philadelphia Museum of Art in a variety of roles. From sales and marketing for the Group Sales department to managing the many volunteers as the Guide Coordinator for the Museum Rebecca always provides above and beyond service. Originally from Bethany Beach, Delaware, she earned her Bachelor’s degree in Sociology from Loyola University in New Orleans.
Outside of her professional life, Rebecca spends most of her time at home with her husband and two children, Frances and Otis. An avid cook, gardener, and photographer, she enjoys staying active by horseback riding and playing tennis - but, most of all, she loves traveling with her family. Her favorite countries to visit so far have been Nepal and Cuba.