Becky Willet is instrumental in all aspects of Texas Financial Advisory’s client relations. She is very proactive in her approach to onboarding new clients and following the process through completion.
Becky has worked in the industry for over fifteen years and flourishes in ensuring excellent client experiences. In return, clients appreciate and value her efficiency and time management skills. One of Becky’s greatest attributes is her ability to build and nurture strong personal relationships with her clients. You will often see her making clients feel at home while catching up on their latest family updates, vacations, and any upcoming plans.
Experience
BOK Financial Services
Weaver and Tidwell Financial Advisors
Licenses & Certifications
Financial Paraplanner Qualified Professional FPQP™