As a team, our first priority is to take Financial Planning off your plate, so you can confidently focus on what's important to you! Here's a brief introduction to our team-members.
Becca is an Administrative Professional just getting started in Financial Services.
A fun fact about Becca is she loves cooking vegan meals & doing anything outdoors.
Her favorite part her job is exploring & learning something new every day if she doesn't have an answer, she'll find it!
Founder of HerPlanning.
11+ years of Financial Services Experience. Certified Divorce Financial Analyst.
LOVES all food content. Lately she's really into Epicurious videos on Youtube.
Her favorite part of her job is seeing her clients get big wins and hit personal and financial milestones!
Alana is an Administrative Professional with over 15 years in the financial industry.
A fun fact about Alana is she has 4 children and 8 grandchildren!
Her favorite part of her job – digging into the details. Research is definitely her forte!
As Lead Furnancial Advisor, Charlie often makes appearances on conference calls to encourage his favorite clients. Keep up with him on HerPlanning's FaceBook page.