Profile

Rebekah began her career at Merrill in 2007 and has earned a number of distinguished accolades.  Forbes recognized her as one of “America’s Top Next-Generation Wealth Advisors” in 2018 (Published on July 25, 2018. Rankings based on data as of March 31, 2018), “Best-in-State Wealth Advisors” from 2019 through 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year), "America's Top Women Wealth Advisors" from 2020 through 2021 (Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year), "America's Top Woman Wealth Advisors Best-in-State" in 2022 (Published on February 4, 2022. Rankings based on data as of Sept 30, 2021) and “Best-in-State Next-Generation Wealth Advisors” in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).  Working Mother Magazine recognized her as one of their “Top Wealth Advisor Moms” from 2018 through 2021 (Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year). 

Rebekah offers advice and guidance based on your goals and priorities– for yourself and your family. Her wealth management strategy places the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, she will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time, as needed.

A Magna Cum Laude graduate of the University of the Incarnate Word in San Antonio, Rebekah received her Bachelor of Business Administration in Marketing. Before joining Merrill she spent five years building her own small business and later helped launch another in the advertising and marketing industry.  Rebekah holds the CRPC®, “Chartered Retirement Planning Counselor" designation and "Wealth Management Advisor” title.  She is also a qualified "Investment Advisory Program Portfolio Manager" who can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
 
Rebekah and her husband James have two children and in their free time can be found biking, skiing, kayaking and enjoying the great outdoors of Idaho.





*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 25, 2018. Rankings based on data as of March 31, 2018.

Forbes’ “Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born
in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined
teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and
in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative
criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because
client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of
SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance or investment outcome.
Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes
Media LLC. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of
March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking
were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams;
joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures:
telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based
on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or
investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes
is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment
success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings
should not be construed as an endorsement of the advisor.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of
June 30 - September 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research
receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is
a registered trademark of SHOOK Research, LLC.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as
of Mar 31 of current year.

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years
of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service
models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative
criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions
of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and
recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or
prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of
the advisor. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a
ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

*Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, published on February 4, 2022. Rankings based on data as of
Sept 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research
receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a
registered trademark of SHOOK Research, LLC.