About Me

Becky joined Thoreson Steffes Trust Company in 2024 as a Certified Financial Planner focused on wealth management and strategic financial planning. She provides tailored solutions to high-net-worth individuals and families, navigating complex financial landscapes with precision and insight. Becky’s more than 20 years of experience allows for comprehensive and empathetic guidance, aligning financial strategies with clients' life goals.

Becky serves on the board of directors for the Red River Valley Estate Planning Council, Junior Achievement North, the development committee of the United Way of Cass Clay, and Women of the Year Committee of the YWCA of Cass Clay.

Becky and her husband, Greg, have three adult children. Away from the office, Becky can be found running and hiking with her rescue Border Collie mix, Archie, reading, or spending time outdoors with her family.