My goal is to provide our plan participants with the confidence that their accounts are in good hands.
Rebecca has been working in the financial services industry since 1996, and joined the SD Advantage Retirement Solutions, LP (SDARS) group in October of 2016. She brings an impressive 25 years of experience working with FIS Relius Recordkeeping software. Her extensive expertise in retirement planning, coupled with her strong analytical skills has allowed her to thrive in her career. Her ability to adapt to changing market dynamics, identify opportunities and implement effective strategies has earned her a reputation as a trusted leader in the industry.
Rebecca lives near Chicago, IL with her husband Paul and their two dogs, Mia and D Bo. In her spare time, she enjoys cooking, organic gardening, and spending time with her husband at their seasonal campsite on the river near their home.
Retirement Plan Fundamentals Certificate (RPF)
Member, American Society of Pension Professionals & Actuaries (ASPPA)
Receive all the latest insights and industry tips.
Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
Gain access to exclusive content from our team of advisors.
Interested in receiving the latest updates from our investment team on what’s going on in the markets? Or maybe you could use some information on the fundamentals of building a successful financial plan. Sign up today to stay in the know!
