Rebecca McGee, CRPC®

President & Sr. Advisor

Rebecca loves helping HR professionals, hospital administrators, and first-generation business owners provide excellent retirement plans for themselves and their employees. Rebecca understands you are busy, and enjoys making retirement planning as easy as possible.

As a first-generation business owner herself, Rebecca especially enjoys helping those who didn't grow up with money to make wise financial decisions and navigate the sometimes-complex world of retirement planning and investing.

"I grew up in a family where no one really knew how to manage money. We never talked about interest or savings. We just lived day-to-day," Rebecca said. "I really enjoy helping others take the steps necessary to have a strong financial foundation for their families. I believe this begins in the workplace but extends to all aspects of finances."

Rebecca and her husband Ryan have 3 kids and enjoy doing projects together and traveling together whenever possible. 

Phone 405-568-2889
Fax 405-428-4501