Becky Moran

As Client Services Associate, Becky is your go-to for answering general questions, scheduling appointments, and technical support, acting as a bridge between clients and their financial advisor. She finds the most fulfillment in solving problems, so feel free to reach out with any questions or concerns!

Becky has over a decade of experience as a Graphic Designer working for a range of clients from start-ups to government agencies. She has a BFA in Communication Arts from Virginia Commonwealth University, and is pursuing a Masters in Library and Information Sciences at the University of Maryland. In her free time, Becky enjoys walking the local trails near her home in Maryland and doing creative projects like mural painting and paper flower making.