Rebecca Pratt

Rebecca has over 11 years of experience in customer service and accounts receivable, with 4 years as an administrative assistant. She also brings an understanding of psychological theories and practices.

Rebecca assists Lucia in servicing clients. She schedules client meetings and prepares paperwork. Organizes, coordinates, and maintains client files. Corresponds with clients and broker dealer to complete new accounts, transfers, and distributions.

Rebecca holds an Associate's Degree from Indian River State College and is expected to graduate with a Bachelor of Arts Degree in Psychology in 2014. She is also an avid traveler and loves the outdoors. Rebecca's cross country journey from Florida in search of a more seasonal climate brought her to Oregon.