CFP®, CPA, LPL FINANCIAL ADVISOR

  • Team Member Since: 2020
  • Professional Superpower: Crafting empathetic financial strategies, balancing the beautiful chaos of family life with practical, heartfelt solutions that make clients feel understood and confident in their future
  • Unexpected Hobby: This probably does not come as a surprise, but I love CrossFit. I want to stay active and moving as long as I’m alive so I can keep up with all my boys!
  • Bucket List Item: Toss-up between gazing at Claude Monet’s water lilies in the Musee de l’Orangerie in Paris, eating authentic pizza while sipping espresso strolling through the ancient streets of Rome, or hiking in the Highlands of Scotland
  • Favorite Memory at Benchmark: It’s hard to name just one! During my very first BATMANU Nancy told me that I fit right in and that I belong here. As a military brat who grew up moving every few years, this sentiment has always stuck with me. I couldn’t agree more ❤
  • Preferred Ice Cream Flavor: Coffee (duh!) or mint chocolate chip
  • Starbucks Order: Vanilla sweet cream cold brew

Becca came onboard the Benchmark team in 2020 and proudly wears the title of LPL Financial Advisor. She and her husband, Naveed, are embracing the whirlwind of family life with their two energetic sons, Isaiah and Gabriel, along with their two dogs. Their home is a delightful mix of adorable antics and chaos, and they wouldn’t have it any other way! Becca loves spending quality time with her family, working out at Iron Tribe Fitness, exploring new restaurants and coffee shops, and traveling whenever she can.

Prior to joining Benchmark, Becca spent over eight years diving deep into the glamorous world of public accounting—yes, that means lots of spreadsheets and research! But when she felt the call to make a more direct impact on people’s lives and their financial dreams, Benchmark scooped her up. Now, she’s living proof that a little career switcharoo can lead to a lifetime of fulfillment and adventures. She holds an alphabet soup of credentials – CFP, CPA, and FINRA Series 7 and 66 registrations through LPL. Becca enjoys collaborating with clients approaching life changes, big or small, and those who want a comprehensive approach to financial planning. With her relaxed demeanor and even-keel attitude, Becca provides the guidance and support needed to navigate life’s transitions with confidence.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.

Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.

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