Becky provides clients with extraordinary personal service and is responsible for making sure that other team members have the resources necessary to do their jobs. She often serves as retirement plan participant’s first contact with our firm. Becky handles communications with the IRS, obtaining census and other plan data from plan sponsors and is responsible for all filings with the IRS. She has primary responsibility to assure that participant’s needs with regard to participant loans and plan distributions are met in a timely and courteous fashion.
Once our clients turn age 70 1/2, they are required to take minimum distributions from their retirement accounts. Becky is in charge making sure that all client’s take their required minimum distribution and that all tax reporting forms are correct.
Becky began her career with Capstone Financial Group, Inc. in 2003. She is a meticulous professional with a particular zeal for daily accomplishment. She attended Springlake Vo-Tech for Certification in Computer Science. She enjoys reading, spending time at the lake and volunteering at the Oklahoma City Elks Lodge where her and her husband have been members since 2009. Becky was born and raised in Oklahoma City and is currently living in northwest Oklahoma City with her husband.