Qualifications
EDUCATION
BBA Accounting – Southern Methodist University
MS Accounting – Southern Methodist University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Affluent Families and Individuals, Estates, Trusts and Gifts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Estates & Trusts Planning & Compliance
Background
Rebecca started her career at Saville in 2018 and has continued to grow her experience and exposure to trust, estate, and gift planning for her clients. Working in the private client services group, Rebecca works very closely with her clients to not only understand their financial needs but to assist in them achieving their family legacy goals. When Rebecca isn’t working, she enjoys spending time with her husband and their two dogs as well as traveling, reading, and running.