Over her career, Becky focused on investment management, retirement income planning, and wealth management, with a special emphasis on helping women navigate major life transitions like divorce, the death of a spouse and retirement.  With a background in psychology, she brought unique insight into the personal side of financial planning and the challenge of change. 
  
A long-time advocate for her community, Becky held leadership roles in the Town of Essex, Massachusetts.  She served on the Board of Selectmen and chaired the Finance Committee.  She served as the president of the Rotary Club of Marblehead harbor, where she founded the “It take a Village” program to support families in need.  She also served as a chair of the Rotary Club’s Enhanced Scholarship Trust, which provides educational scholarships, including the 2nd Chance Scholarship for adults seeking career advancement. 
 
Becky’s professional achievements included receiving a graduate certificate in special studies management from Harvard University and was recognized in Boston Magazine as a Five Star Wealth Manager in 2014, 2015, 2016, and 2017 and the Women’s Choice Award in 2014-2015 and 2016-2017.