Rebecca joined the Carver team in 2011 with a passion for helping clients. She is a a Client Service Team Leader and a Senior Registered Associate and helps coordinate a client’s overall experience with our team by working closely with Nik and Raj. She holds a Financial Paraplanner Qualified Professional™ designation, which she uses to assist advisors when addressing a client’s overall financial goals. Rebecca also maintains her Series 7 and 63 licenses, as well as a life, health and annuity insurance license. Rebecca resides in Perry with her two children.