Biography
As Managing Partner, Becky co-leads Accredited’s Executive Committee responsible for the firm’s strategic planning. Becky is responsible for the firm’s Business Development, Marketing and Communications activity. A 17-year veteran of the firm, Becky has tenured relationships with families and thrives in helping them understand all the possibilities they have to spend their lives wisely.
Becky currently serves on the Board of Trustees at Washburn Center for Children and the Professional Advisor Committee of the Minneapolis Foundation. She is a member of the Minneapolis/Saint Paul Business Journal Women’s Leadership Council, the Tradition Bank Advisory Board, and of Twin Cities Dunkers.
Becky formerly served as President (2010) and Board Member (2007-2011) of the Financial Planning Association of Minnesota and previously participated in the Minnesota Chamber of Commerce’s Leadership Minnesota program (2018).
For more information about educational requirements, professional certifications, and professional designations, click here.
Awards:
Minneapolis/St. Paul Business Journal- 2019 Women in Business Award: The nomination was submitted by Accredited Investors in February 2019 and honorees were featured in a May 2019 edition of the Minneapolis/St. Paul Business Journal. Business Journal editors reviewed nominations and selected honorees. The Minneapolis/St. Paul Business Journal’s Women in Business Awards honor industry-leading executives, entrepreneurs and business owners for their professional successes and community involvement. To be eligible, nominees were required to work in the 24-county Twin Cities metro area. Accredited Investors Wealth Management paid no fees to participate in the nomination process or in conjunction with receipt of the honor.
Finance & Commerce Magazine- 2019 Top Women in Finance Honoree: The nomination was submitted by Accredited Investors in August 2019 and honorees were featured in a November 2019 edition of Finance and Commerce Magazine. An outside panel of experts selected by Finance and Commerce reviewed the nominations and helped select the honorees. Honorees were judged for their leadership, service to their community, professional accomplishments and dedication to the profession. Accredited Investors Wealth Management paid no fees to participate in the nomination process or in conjunction with receipt of the honor.
Education & Background
CERTIFICATIONS:
• St. Cloud State University – B.S. in Accounting
• Certified Financial Planner™
• Certified Public Accountant
How do you spend your life wisely?
I am committed to a variety of important life partnerships as a business owner, devoted wife, enthusiastic hockey mom and trusted friend and derive tremendous purpose from making memorable moments with these significant people. I can’t give you a list of favorite hikes, restaurants, or vacation destinations. My family and I are always looking for new experiences. However, you can often find me on the Lake Harriet running trail, or walking our dog at the local park.
“The rooster may crow, but
the hen delivers the goods.”
Margaret Thatcher
