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Rebecca is a Financial Advisor and Senior Planner providing support to senior advisors responsible for managing client relationships, while concentrating much of her focus on estate planning and wealth transfer strategies. She also chairs the firm’s Planning Committee and works with the financial planning team to assist clients in a wider variety of topics, including retirement planning and property and casualty insurance planning. She works regularly alongside clients’ estate planning attorneys to identify and achieve clients’ estate planning and wealth transfer goals.

Prior to joining WMS Partners, Rebecca practiced estate planning law at TrustCounsel, a law firm in Chapel Hill, North Carolina. She worked on a wide variety of estate plans, charitable giving, probate, trust administration and guardianship work for a diverse set of clientele.