Becca Joseph

Becca joined our team in July 2016 and is an Investment Advisor Representative through United Planners and CFO of our firm. Becca graduated from the University of Notre Dame with a BBA in Accounting. She began her career as a CPA with Ernst & Young, leading teams in the Audit and Business Risk Services groups on a wide variety of client engagements. Early in their careers, Becca and her husband spent a little over two years volunteering with the Peace Corps in Abu Banna, Jordan teaching English as a second language to both students and adults. In addition to having her CPA license, Becca holds the Personal Financial Specialist (PFS) credential, demonstrating advanced expertise in personal financial planning, and she holds the series 65 license. Becca enjoys helping clients develop personalized financial plans that provide clarity, confidence, and a path towards their long-term goals. Becca and her husband have three children and reside in Minnetonka, MN. When Becca is not at work, you will find her spending time with family and friends, running, being in/on the water, skiing, or tutoring for the ACT/SAT exams.