Client Associate

Before joining 18Forty8 Private Wealth at its inception in 2022, Becky worked with Terry and Ryan as their Wealth Management Client Associate at Merrill. She rejoined Merrill in 2015 after being at home raising her children and volunteering in the community for several years.

Becky enjoys the personal relationships she has built with clients. She specializes in simplifying financial transactions for clients, whether implementing automatic investments, facilitating money movement, executing bill payments or processing contributions and distributions from 529 accounts.

Becky graduated from the University of Wisconsin - Madison with a Bachelor’s degree in Economics. Becky and her husband, Brent, live in Fitchburg, and they have three young adult children, Jackson, Abby and Ian. Becky and Brent enjoy spending time with family and friends, hanging at their family farm, attending Badger athletic events, boating on the Madison lakes, and seizing any chance they have to see live music.