2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Financial Advisor
Rebecca joined our firm in 2021, coming from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm.
Rebecca has over 30 years of industry experience that covers retirement plan management and administration, client service team management, participant education and communications, ERISA plan compliance, and nonqualified plan consulting projects.
Rebecca earned a Bachelor of Arts degree in French with a business minor from Boston College. She later received her Certified Employee Benefits Specialist (CEBS®) designation from the Wharton School of Business.
2 months ago
In 2018, Bob McCutcheon returned to his lifelong passion for...
2 months ago
In this second-quarter 2023 edition of our quarterly Fiduciary Update,...
2 months ago
As we pass the midpoint of 2023, the market...
3 months ago
As a founder of the nonprofit Battlefields to Ballfields, NFL...