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"This is a quote from a Coyle Leader. These can appear randomly from a few select quotes."
Rebecca has been a dedicated member of Coyle since 2008, serving as the Service Advisor for Kevin Coyle's team. She holds the Certified Financial Planner™ (CFP®) designation, a mark of expertise in financial planning, ethics, and client-focused advice. Rebecca finds deep fulfillment in working closely with clients and their extended families, helping them clarify their financial goals and make informed decisions.
On weekends, Rebecca enjoys spending quality time with her family and friends, exploring local street festivals, and indulging in new culinary experiences.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.
