Becky joined our firm in January 2014. A native of Tulsa, Oklahoma, she moved to Oklahoma City in May of 2013. Before joining Westside Investment Management, Becky worked with an Investment Advisory firm for 19 years that has a relationship with LPL Financial. Becky has an extensive background in Investment Compliance, Customer Relations along with Business Development.
Becky enjoys taking the time to develop personal relationships with each client and is excited to have joined Westside Investment Management to work with their Financial Advisors to provide superior service to assist each individual client with their goals and objectives for wealth accumulation, college, retirement, and estate planning.
Becky is married and has 3 children: Hayden, his wife, Julie, and their son, Bennett. Madison, her husband Tony, and their son Rocco. Evan, her youngest, graduated in 2021 and is currently in the Coast Guard, and then will attend Texas A&M, for a degree in Marine Engineering.
Becky is married to her husband, Jim. They enjoy traveling and spending a lot of time with the grandbabies. They attend Life Church, as well as Becky enjoys volunteering for non-profits. Their children at home are their much-loved animals, Paisley (Chocolate Lab), Libby Lu Who (Sprollie puppy), Fabio Captain Crunch (mini horse), and Amelia Cocoa Puff (2-year-old Pony).