Biography
Rebecca oversees the firm’s client service and growth strategies. She’s responsible for implementation and growth of the firm’s national industry practices, as well as the firmwide marketing and business development functions. She leads the firm’s effort to deliver a differentiated client experience that’s uniquely focused on client needs and the emerging issues facing them and their businesses.
Rebecca joined Moss Adams in 1997 as a management consultant, providing consulting services to wealth management firms across the country. For eight years, she served as CEO of Moss Adams Wealth Advisors, a division of Moss Adams, to lead the firm’s integrated delivery of wealth management services. She served multiple terms on the firm’s Executive Committee and as a member of the Senior Leadership Team, Rebecca plays a critical role in the firm’s strategic planning and thought leadership.
Rebecca has co-authored two books on business management and is a frequent speaker on a broad range of leadership and management topics. She is a founding advisory board member of the Moss Adams Forum W initiative and is involved in several community organizations. She has been recognized on InvestmentNews’s Women to Watch (2015), Wealth Manager’s 50 Top Women in Wealth (2009–2011), and Accounting Today’s 100 Most Influential People in Accounting (2008) lists.
Community Involvement
- Board Member, Women’s Funding Alliance
- Board of Trustees, Seattle Repertory Theatre
- Board of Trustees, Seattle Metropolitan Chamber of Commerce
- Founding Member, Boys & Girls Clubs InfluenceHer program
Education
- BS, finance and accounting, University of Illinois (magna cum laude)