Expertise:
Ms. Becker's expertise includes portfolio management, individual retirement accounts, 401Ks, retirement distributions, trusts and estates, and alternative investments.
Major Product/SVS:
Financial Brokerage Services, Comprehensive Portfolio Reviews
Hobbies/Sports:
Gardening, Quilting, Spending Time with her Dog Winnie the Poop
Affiliations Awards:
Former President, District 6740, Covington Rotary; Former President, Cincinnati Stock and Bond Club; Board Member, Behringer-Crawford Museum; National Association of Professional Women
Charity:
Volunteer, Behringer-Crawford Museum; Volunteer, Rotary International
Number Of Years In Profession:
24
Number Of Years In Current Position:
4
What Does He/She Attribute Success To:
She attributes her success to her hard work and honesty.
Why did you become involved in your profession or industry?:
She became involved in her profession because she was inspired by her friends.
Extended Bio Profile:
Ms. Becker and her husband John have been married for 41 years. She also cares for an exchange daughter from Brazil named Camila.
Position Responsibilities and Duties:
Running the Office, Reviewing Portfolios, Offering Professional Guidance in Maintaining Appropriately Diversified Portfolios, Conducting Education Seminars
Education Certifications:
Licensed Life and Health Insurance Agent; Licensed in Series 7, 63 and 65
Awards/Honors:
Congressional Medal of Distinction, Republican Party (2008); Businesswoman of the Year Award, Republican Party (2006)