Rebecca joined Coyle Financial Counsel in 2007 after working for seven years as a Regional Accounts Manager for a document finishing and solutions company.
In January of 2012, she assumed the role of Complexity Manager where she works closely with clients and their other professional advisors in providing detailed project and task completion support of their wealth and family endeavors. In addition to supervising and administering client planning initiatives, she coordinates client inquiries, meetings and the ongoing often complex administrative details related to their financial and planning affairs. In addition, she is a company project leader working to enhance communication between teams with the goal of continuing to improve our client experience. She also serves as a mentor for associates within the firm. Rebecca earned her BA in Speech Communication from Eastern Illinois University. She received her Certified Financial Planner (CFP®) designation in 2015 through Northwestern University.