As an Investment Advisor in Cammack Retirement’s New England office, Rebecca helps retirement plan participants meet their savings and investing goals by providing one-on-one employee education and advice.
Rebecca has worked with Cammack Retirement in the defined contribution field for over 25 years, with a special focus on ERISA 403(b) plans. Previously she served as a Vice President, Technical Director and an Account Manager, and has extensive experience in retirement education, employee communication and retirement plan compliance. She has presented at many client and industry association seminars on matters of defined contribution plan regulatory changes. Rebecca received a bachelor's degree from Boston College
- Securities and investment licenses: Series 6, 63, and 65 registrations
- Insurance licenses in multiple states
- Certified Employee Benefit Specialist (CEBS) designation with Fellowship status
- Former Officer of the Town of Wrentham Solid Waste Recycling Committee