It would have been impossible for Rebecca to achieve this level of success without discipline and sheer determination. “Where there is a will there is a way, and I have the will and drive to help as many people as my practice possibly can.” This desire to enhance lives through unconventional financial planning and advanced tax strategies is at the core of what drives Rebecca. This drive has earned her the title “Top 100 U.S. Advisor” by Investopedia in both 2018 and 2019.
Rebecca doesn’t stop at improving the lives and futures of her clients. She is touching as many lives as possible to help educate them on smart alternatives to the conventional advice most financial professionals are offering. She does this through her weekly segment “Getting Real with Rebecca” on Tampa Bay’s Fox News Network, and on a national scale through her bestselling book Wealth Unbroken: Growing Wealth Uninterrupted by Market Crashes, Taxes and Even Death. As if that isn’t enough, she also offers her services to victims of domestic violence on a pro bono basis whenever her busy schedule allows.
After earning her Juris Doctor and advanced law degrees at the University of Florida and New York University, respectively, Rebecca realized her true calling of blessing others with sound financial perspective and strategies. Those who know her are excited to see where the future takes her.
Regarding her affiliation with Ohio National, Rebecca has this to say: “A mutual company with over 100 years of experience that delivers excellent life options while maintaining the lowest cost designs – that’s why my practice is proud to leverage Ohio National!”
Ohio National is honored to support Rebecca as she builds her business her way!