Let's Plan Your Financial Future Together.
Rebecca Wuest Creavin and Patricia Janco-Tupper have been a team for over a decade and bring complementary perspectives to addressing their clients' needs. The team operates with a unique approach to wealth management, with both Patti and Becky offering two sounding boards comprising differing perspectives for their clients.
They are passionate about solving problems for entrepreneurs and suddenly-single women. They have helped entrepreneurs with complex situations delegate their finances, allowing them the freedom to pursue their business ventures while enjoying peace of mind their assets are in good hands. Patti and Becky also support suddenly single women, serving as trusted advisors for widows and divorcees navigating loss. They understand how devastating loss can feel and seek to empower their clients, helping them find hope and happiness again after their difficult experiences.
