MEET YOUR ADVISOR

Hi, I'm Becky, founder of Healthy Wealth. I was raised in Virginia and hold a Bachelor of Science degree in Mathematics from Virginia Tech, complemented by a Master of Science in Math Education from Radford University. My professional journey began with tutoring and teaching mathematics, followed by a tenure with the SFL-TAP program, culminating in the discovery of my true calling in financial advising.

Additional education through the American College of Financial Services, coupled with years of financial planning experience tailored to military personnel led to the attainment of both the CFP® and ChFC® designations, which I maintain in good standing. Throughout this journey, I have had the privilege of assisting numerous soldiers, sailors, airmen, marines, and veterans to navigating the complexities of maximizing long-term tax efficiency, securing retirement, harnessing benefits to achieve life goals, and attaining financial peace of mind. Subsequently, I made the decision to embark on an entrepreneurial venture, founding Healthy Wealth LLC.

While my expertise lies in financial planning for military members and veterans, my comprehension extends beyond the numbers. Having spent 15 years married to a military physician, I possess an intimate understanding of the nuances of military life. Instead of needing to explain what it means to PCS or go TDY, clients will find instant recognition coupled with compassion and empathy.

My husband and I have two sons and our family is currently stationed at Camp ‘Bull’ Simons near Eglin AF Base, FL. Beyond my professional pursuits, I indulge in my passion for reading and have recently achieved a black belt in Shōrin-ryū Shōrinkan karate.