Rebecca has been working at Coyle since 2008, serving as the Service Advisor for Kevin Coyle's team. She finds fulfillment in working closely with clients and their extended families, assisting them in clarifying their financial goals and making informed decisions regarding their finances. Throughout her time at Coyle, she has had the opportunity to witness Kevin's unwavering dedication to clients and his commitment to always prioritize their best interests and the well-being of their families.
On weekends, Rebecca takes pleasure in spending quality time with her family and friends, exploring local street festivals, and indulging in new culinary experiences.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.