Rebecca Kauffman

Rebecca Kauffman is a Private Wealth Advisor at Aegis Consulting Group, LLC, where since March 2023, Rebecca has focused on assisting individuals and small business owners with wealth accumulation and distribution planning. Prior to this role, Rebecca served as a Registered Representative at Lincoln Financial Advisors / Sapphire Wealth Partners for nearly 16 years, and earlier worked as a Conference Coordinator at Loews Hotels. Rebecca holds a Bachelor of Science degree from Florida State University, earned between 2000 and 2004. Rebecca also holds the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC) designations.