Managing Director, Client and Community Outreach & Shareholder
“The rooster may crow, but the hen delivers the goods. ”
In her role as Managing Director, Client and Community Outreach, Becky works to ensure each client receives an exemplary experience from a talented team combining all disciplines of wealth management to uncover unique opportunities with intentional outcomes.
Becky joined Accredited Investors in 2005 after spending her early career in tax accounting and planning at a global public accounting firm.
As the youngest of seven children, born and raised on a farm passed to family members for over 150 years, Becky has a natural comfort level with navigating thoughtful conversations translating to purposeful dialogue with boisterous laughter and touching moments.
Super powers studied as the youngest of six sisters included clairvoyance, bionic patience, conflict resolution, super human speedy shower (yes, we all shared two bathrooms) and unconditional love. Not coincidentally, these powers are used every day as a busy mother of three!
Becoming an organic pizza snob and expanding a fun family experience into a summertime ritual. After traveling to a few small family-run pizza farms, the goal is to continue the tradition as a delicious excuse to dine al fresco at every farm-to-picnic blanket operation in MN and WI. If you have a personal favorite, please share!
St. Cloud State University – B.S. in Accounting
Certified Financial Planner™
Certified Public Accountant
Formerly served as President of the Minnesota Financial Planning Association
Current Advisory Board Member of Girls On the Run
Current Co-Chair of YWCA Circle of Women Corporate Sponsor Committee