Rebecca joined Kiss Financial Advisors in 2015 and has a Financial Planning Degree from Western Michigan University School of Business. Over the past 8 year she has a developed hundreds of financial plans, managed client portfolios, coordinated tax strategy meeting with CPAs and assisting clients in estate planning meeting with our partnering attorneys. Rebecca has been instrumental in connecting our clients with our online financial planning programs and client access portals. She helps our clients learn to use the online resources for more quicker access and convenience to their accounts and online tools.