Fifth and Coates
Moberly, MO 65270
p: (660) 263-1234
Rebecca can also be reached at:
203 East Liberty
Mexico, MO 65265
p: (573) 581-2388
"I help my clients plan for retirement, build their legacy, and prepare for the unexpected.”
As a long-time resident of Moberly and Mexico, I value the relationships I’ve built throughout my community as an LPL Financial Advisor.
I am passionate about helping my clients plan for retirement through sound financial planning no matter what the economic cycle. I help my clients make smart investment and financial decisions through professional relationships based on integrity, trust and personalized service.
Having helped my clients pursue their financial goals, I quickly realized the need for long-term care planning. I want to make sure my clients are prepared for the unknown, which is why I obtained the Certification for Long-Term Care.
I started working for Central Bank in 1986 in the Real Estate and then Installment Loan department. In 1996, I joined the Central Investment Advisors family and have been here ever since. My husband Les and I have five adult children, 7 grandchildren and another on the way!
I have had the pleasure of helping clients and their families my entire adult life, and can think of no other profession that could be more rewarding.