Rebecca loves all the learning she experiences at Moneta. She feels like she is “drinking from a fire hose” of industry knowledge because of her team’s collaborative culture. She also feels empowered to grow her own role by taking on new projects as she identifies unmet needs.
Rebecca graduated from the University of Missouri-Columbia and desires to earn CFP® and Series 65 credentials. She joined Moneta after two and a half years serving as a Financial Advisor for Merrill Lynch and Kalibr.
Rebecca enjoys traveling with her family and describes herself as an “adventurer at heart.” Special adventures with her dog, Ernie, include hiking new trails and exploring new lakes to swim in. Born and raised in the greater St. Louis area, she loves all the little local neighborhoods and their strong sense of community.