Guiding Clients With Experience, Empathy & Education
With more than a decade of experience in the banking industry as both a Client Service Supervisor and Personal Banker, Becki brings a strong foundation in relationship‑driven service to her role as a financial advisor. During her banking career, she was recognized in Women Magazine – Northeast Wisconsin, highlighting her dedication to client success and community engagement.
Becki is passionate about financial and educational planning, especially for younger individuals who are laying the groundwork for their financial future. She thrives on helping clients establish healthy financial habits, clarify their goals, and build strategies that support both present needs and long‑term aspirations.
Since becoming a financial advisor in 2013, Becki has been committed to forming lasting, multi‑generational relationships. She joined her current team in 2017 because of their shared belief in partnering with families across all stages of life.
Education & Professional Designations
Becki earned her Bachelor of Science in Speech Communication with an emphasis in Business from the University of Wisconsin–Oshkosh in 2004. Her background in communication enhances her ability to explain financial concepts in a relatable and empowering way.
As a Certified Financial Planner™ professional, Becki upholds the highest standards of integrity, competence, and client service. She has also been active in elevating women and professionals within her community—serving as the former treasurer of Oshkosh’s Professional Women’s Connection networking group and maintaining a seven‑year membership in the Financial Planning Association of Wisconsin.
Rooted in Family, Community & Midwestern Grit
Becki lives in Omro, Wisconsin, with her husband, Brett, and their two children, Jillian and Henry. When she’s not in the office, you can often find her bundled up in an ice arena—cheering on her children in the Oshkosh Youth Hockey Association, where she is an active volunteer. During the warmer months, Becki enjoys time outdoors with her family and their dog, Norm, creating memories that fuel her passion for helping other families plan for meaningful experiences of their own.