Client Services Manager
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 relationship 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, a University of Oklahoma Graduate. He works/lives in Tulsa with his wife, Julie, who is a PA, and their Labrador, Baker. Madison, is in her Senior year of college and pursuing a career in Business. Her sweet dogs are Phoebe and LuLu. Evan, is a Junior in High School, active in kayak bass fishing tournaments and is looking forward to attending college to major in Engineering.
She enjoys spending time with her kids and husband, lake trips, traveling, and active with her LifeGroup thru LifeChurch. She enjoys working with her horse, Sadie and attending training classes with her Labrador, Paisley. Paisley is being trained as a therapy dog to use with children through her volunteer work with CASA.