I connect with this powerful quote because it places focus on the things we do and the memories we make, rather than the limited time we’re given. I often feel people put so much emphasis on the length of their life that they end up forgetting to live it!
In my role as client service manager, I have the privilege to assist clients with their everyday needs and aid planners in the financial planning process. I love to see our clients being set up for financial success so that they can focus on the adventures and activities that make their lives special and meaningful. Enhancing the “life” in our clients’ “years” inspires me every day.
Prior to my role at Cornerstone, I worked in both management and customer service positions. Not only did these provide insights into all aspects of business operations but allowed me to find my true passion for personalizing experiences for clients which is central to my current role.
As a New Hampshire native, I enjoy spending my summers by the lakes and my winters on the slopes. Traveling internationally and immersing myself in different cultures has also shaped who I am. My most memorable adventure was spent lagoon-hopping in Iceland, and I am confident there will be endless more memories to come!
Becca graduated Cum Laude from the Peter T. Paul College of Business and Economics at the University of New Hampshire with a Bachelor of Science in Finance and a Minor in Sports Studies. She has also enjoyed taking active leadership roles in fundraising events over the past several years.
