I was blessed to begin my 35-year career with Edward Jones in 1988 as a Branch Office Administrator while attending Gogebic Community College for a degree in business. I now additionally hold the AAMS™ and the CRPS™ professional designations as well.

In that role, I developed a sincere passion for serving client's needs. The experience in the position inspired me to live my purpose and grow my impact, and I became a financial advisor in 2001. I am grateful for the opportunity to build meaningful relationships in our communities and across the country with the clients we serve by understanding their personal priorities and goals so that we can partner to achieve what is most important to them.

Pursuing development for myself in leadership, I was asked to serve as a regional leader for Edward Jones in 2014. Upon graciously accepting the role, I became responsible for roughly 55 branch office teams in northeastern Wisconsin and the western half of Michigan's Upper Peninsula. Four years later in 2018, the firm named me an Edward Jones principal. While remaining a partner with the firm, I successfully retired from this role in December of 2022.

Our dedicated client service team is dynamic and equally as passionate as I am about serving our client's needs. Alexee Hembree, Branch Office Administrator, has several years of experience with me and manages complex client needs including retirement, estate and insurance processing. Alexee is supported by Shane Lynch, who serves in part-time general administration while attending Gogebic Community College. Caitlin Lynch has been serving clients for four years as a Branch Office Administrator, and is transitioning to be fully licensed to serve our clients as an associate financial advisor when she returns to our team later this summer.

My husband, Steve, and I have two grown children, Caitlin and Shane. We all feel blessed to have the opportunity to live, work and enjoy the Gogebic and Iron Range. We all enjoy our time outdoors in a variety of activities.

My team and I are excited to serve your financial, family and goal focused needs with personalized strategies by prioritizing what is most important to you. We deeply appreciate our clients who continue to choose to work with us. If you are seeking a personalized relationship with us, please feel free to connect with our team.

With Gratitude, Rebecca

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Horseback Riding
  • Outdoor Enthusiast
  • Traveling
  • Active Lifestyle

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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