EXPERIENCE AND BACKGROUND
With more than two decades of experience working in various roles at Achieva Credit Union, Becky’s approach to investing focuses on doing what is best for her clients. She begins each relationship by working closely with her clients to fully understand their financial situation. She specializes in explaining complex financial concepts and solutions in a way that is easy to understand and put into action. Like others at Achieva Wealth Advisors, her educational focus extends beyond work hours. The lifelong Sarasota resident works closely with the Educational Foundation of Sarasota County, raising money to provide micro grants to Sarasota County Teachers.
LICENSING AND TRAINING
- FINRA-registered series 6, 7 and 66
- Licenses in life, health and variable annuities