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Team & Mission

I’m Here To Help You Handle Life’s Financial Challenges with Confidence

My mission is to connect personally with you and help you gain a fresh perspective on your financial life, so you feel confident, informed, and supported through life’s challenges by offering customized, strategic wealth management and comprehensive financial planning services.

I specialize in creating an approach that is designed to address your individual situation, and I believe teamwork with other Financial Professionals adds a broader perspective to all we do for you. Together, we uncover what’s important, carefully define goals and objectives, and create a plan that integrates efforts from everyone on your Wealth Team, including CPAs, attorneys, insurance, long-term, and healthcare specialists.

Together, my team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

 We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

 Ready to start? Contact us today.

For the past 30 years, Rebekah has offered her financial planning expertise and service to the Charlotte County community. Rebekah’s mission is to connect personally with each client and help you gain a fresh perspective on your...

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Jennifer Jones

Client Service Manager

Client Vision Jennifer joined Rebekah’s team in 2010. As Client Service Manager, Jennifer focuses on top-tier client relations and account operations. Jennifer’s friendly, professional presence puts you at ease and helps...

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Client Vision Jeffrey joined the firm in 2016. He handles day-to-day operations and client service needs, helping you understand and embrace the financial planning process, specifically when it comes to technology. Jeffrey is currently...

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Ron Wrenn

Chief Compliance Officer


Karen Cooke

Director of Operations


Heather Hawthorne

Director of Marketing