It was serendipity that led Rebecca into the financial services industry right after college in 1999, and finding true fulfillment in helping people that kept her there. Financial planning is both an art and a science that marries two of her favorite disciplines, psychology and math. She enjoys utilizing aspects of these two disciplines every day to help clients work toward achieving their financial goals.
Rebecca is the “E” in the ESG (Environmental, Social, & Governance) investing principles. Growing up in Tennessee, a significant portion of her childhood and adolescence was spent hiking in the mountains with her family. She gained an appreciation for the natural world at a young age while observing the indigenous flora and fauna. As an Environmental Science major at Ohio State University, she furthered her formal knowledge about the importance of conserving our natural resources and preserving the balance of our earth’s biodiversity.
She has been a CERTIFIED FINANCIAL PLANNER™ professional since 2002, and has served in a variety of capacities within the industry over the years. In the five years prior to joining IMPACTfolio®, she was the Principal of Kennedy Financial Planning, a fee-only Registered Investment Advisor in Denver, Colorado.
Rebecca has served as the Co-Chair of the Pro Bono Committee and Chair of the Public Relations Committee for the Colorado Financial Planning Association. She is also a member of NAPFA (The National Association of Personal Financial Advisors) and the Fee-Only Network. She is a previous member of the Garrett Planning Network.
Currently, Rebecca and her husband, Jim, enjoy delivering meals for Project Angel Heart. In addition, she has volunteered as a mentor for Denver Kids and a reading buddy for Mount Saint Vincent Home.
They spend much time doting on their two rescue dogs, Hoover and Winston, but try to break away occasionally to travel. Their goal is to safely and conscientiously encounter as much wildlife as possible in its natural habitat.
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