Rebecca McGee, CFP®

Rebecca loves helping HR professionals, governments, hospital administrators, and 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, 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. 

Rebecca earned a Bachelor of Science in Psychology from Oklahoma City University and a Master of Arts in Economics from the University of Oklahoma. Rebecca is a CERTIFIED FINANCIAL PLANNER® professional.