Becky has been involved in the financial services industry since 2002. She worked for AMDG Financial from 2003 until it joined with Savant in 2021, ultimately serving as a partner and director of operations and client service. Prior to joining AMDG Financial, Becky worked in a mid-sized tax and accounting firm as a staff accountant and later joined their newly formed investment consulting group as a consulting associate.
Becky graduated summa cum laude with a bachelor of science degree in business administration with a concentration in economics and finance from the University of Tennessee-Martin. She earned a master of business administration degree from the University of Missouri-Columbia. She is a Chartered Financial Analyst® (CFA®) and an Accredited Investment Fiduciary® (AIF®) and participated in the Small Giants Leadership Academy.
Current role