Becca joined Baird in 2013 and brings 25 years of investment industry experience to her clients. She has been practicing with her CERTIFIED FINANCIAL PLANNER™ designation since 2004 and also serves as a Certified Divorce Financial Analyst™.
Becca's passion for Financial Planning allows her to help her clients define and reach their financial goals while minding their risk, taxes, and legacy. Her mission is to truly understand her clients’ goals so that she can help them plan and invest accordingly.
Becca lives in Golden with her husband Jeff and son Finnegan. She is a member of the Denver Elk’s Club and enjoys spending time with family, travel, fly fishing and cooking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.