“Our goal is to provide our clients with the ability to achieve their personal and financial goals at all steps in their lives.”


Director, Wealth Management

Rebecca joined Callan Capital in July of 2019, as Director of Wealth Management for the Austin office. Rebecca focuses on business development within the state of Texas.

Rebecca has worked in the wealth management field for 6 years, working with firms such as BNY Mellon and Merrill Lynch, as Senior Portfolio Analyst and Financial Advisor for high net worth teams in Dallas & New Hampshire.

Rebecca earned her Bachelor’s Degree in Anthropology in 2012 from the University at Albany and her Master’s Degree in Public Administration from Southern New Hampshire University in 2015. Rebecca is involved with organizations such as the National Blood Clot Alliance and Every Mother Counts, she is also active in institutions focused on the arts. She currently resides in Austin with her husband, daughter and 3-legged rescue dog.