Rebecca Lauve
Client Service Manager

As the Client Service Manager, Rebecca prepares client paperwork, coordinates meetings, and assists clients in all aspects of service. She is also part of the Retirement Plans Team, helping retirement plan participants with requests.

Years of Experience
15+
Education/Licenses

Bachelor of Arts From Southeastern Louisiana University

Community Involvement

1. What does Financial Confidence mean to you?

To me, it means trusting that you are making the right decisions regarding your finances by having some sort of financial plan for yourself or your family. Knowing that you can achieve your financial goals with things such as creating a budget, planning for life events & saving for retirement builds confidence.

2. What inspires you about the work you do?

Helping clients solve issues big and small, which in turn builds their financial confidence.

3. What’s a little-known secret about you?

I love rocks, minerals, gems & crystals. My favorite hobby is rock tumbling which smooths and polishes rocks.