Investment Advisor Representative
As an Investment Advisor Representative, Becky helps community members build their financial legacies. She analyzes their current financial situation and collaborates with clients to create a roadmap that helps them reach their financial goals. This includes developing an investment strategy that aligns with each client’s unique situation so they can make the best possible investment decisions based on their values and objectives.
Becky shares her passion for finance as an active member of the Baker Boyer Bank Investment Advisory Board, and as a presenter for D.S. Baker University events, which aim to empower the financial lives of community members.
In 2017, Becky joined Baker Boyer Bank as a Trust Advisor, helping clients secure their financial legacy for future generations. She spent 19 years in marketing, sales and business strategy before joining Baker Boyer. Becky’s career includes working with the M&A investment bank DeSilva + Phillips, marketing consulting for LibertyBank and leading a team of six people at the largest RV dealership in the Western US. Becky holds a Bachelor of Arts in Business Administration as well as a Bachelor of Arts in Mass Communications from Walla Walla University.
Becky called Walla Walla home during college and is excited to return to the valley for her career. She volunteers her time with the Walla Walla Noon Rotary Club and at the Christian Aid Center. When Becky isn't in the office, she thrives on outdoor activities, travel and spending as much time as possible with family and friends.
To contact Becky, email firstname.lastname@example.org or call (509) 526-1312.
Check the background of this investment professional on FINRA’s BrokerCheck. http://brokercheck.finra.org