Rebecca Kennedy, CFP^®

Rebecca (Becky) Kennedy joined Brown & Tedstrom, Inc. in April 2006 as a Client Relationship Manager.  Prior to joining the firm, she worked as a Case Design Analyst for a dedicated advanced markets team with AXA Financial providing support to their top advisors in the areas of estate planning, business succession, retirement planning and educational funding. 

Becky began her career in the financial services industry in the Trust Department of SunTrust Bank in Atlanta, Georgia.  While there, she gained experience in both portfolio management and the preparation of individual tax returns for high net worth individuals.  Upon earning her CERTIFIED FINANCIAL PLANNER^™ designation in 2002, she relocated to Colorado.

Becky has created a curriculum for Brown & Tedstrom, Inc. to help clients and their children understand the basics of investing and the role of financial planning in their lives.  She also assists in the preparation of company collateral, possessing a keen sense of how best to articulate financial concepts in a client-friendly, but detailed manner.

Married to husband Jim, they enjoy traveling, serving as mentors in the Denver Public School community, spending time with friends, and remodeling their almost 90-year old house.

Credentials:

• CERTIFIED FINANCIAL PLANNER^™ designation, 2002
• B.S., Environmental Science, The Ohio State University
• Series 7, 66 registrations, held with LPL Financial