“You can’t imagine how much fun I have in this business. Getting to know people and families that I may not have met otherwise and guiding them through their most meaningful life moments – that makes it all worth it.”

A people person and a problem solver at heart, Rebecca created Dynamic Wealth Strategies as a place where personal connections thrive while people seek independent financial advice. “We really do try to put ourselves in our customers’ shoes, the families that we work with,” Rebecca says. “We make recommendations from that mindset, and we treat them how we’d want to be treated if we were working with an advisor.“

Having graduated from Penn State University and after working in the music and entertainment industry, Rebecca began her career in finance by working at a major insurance company before launching DWS with her husband, Adam. “The reason I got into this industry was, I saw the opportunity – to grow your own customer base, to grow your own business,” she shares. “But once I was here, the thing that inspires me and motivates me every single day is – I get to be a female in a male-dominated industry. Not that there aren’t other women, and not that there isn’t diversity, but the industry still has a long way to go.

“The impact for me hits home in that I want my son to see his mom out there, doing her best to help the people we work with. And I want our customers – whether they are female or whether they’ve felt like their voice hasn’t been heard – to feel like solid planning is for them and it can be understood. It can be for you.” 

Rebecca oversees the DWS Team and manages much of the day-to-day operations, along with speaking to insurance-based solutions. When not at the office, Rebecca loves fitness - especially, dance cardio, boxing and strength training. She loves traveling, relishes in a “really good espresso,” and can watch the “Back to the Future” trilogy on repeat and values quality family time above all else.