Rebecca joined Nadler Financial Group, Inc. in 2011 and became a shareholder in 2021. She is a two-time Five Star Wealth Manager award winner and is passionate about helping clients achieve their financial goals. Two areas of significant interest for Rebecca include charitable planning and retirement planning for small business owners. She also helps advise many of the firm’s 401(k) plan clients and enjoys providing investment and 401(k) plan education to plan participants. Additionally, Rebecca dedicates much of her time to internal firm operations as a member of the firm’s Management Team and the Director of Financial Planning.
Prior to joining the firm in 2011, Rebecca gained several years of experience in the financial markets working at a firm that specialized in trading equity options. Rebecca is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and completed the financial planning coursework through Northwestern University’s School of Continuing Studies. Rebecca graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in Economics and a minor in Mathematics. Rebecca is also a proud member of the Israel Cancer Research Fund (ICRF) Chicago Board, and enjoys running, cooking, and spending time with her husband and young daughters.