About Becky
FOCUS AREAS:
- Financial Planning
- Tax Planning
- Investment and risk management
- Equity-based compensation (stock options, restricted stock, non-qualified deferred compensation)
- Retirement planning
- Estate Planning
Becky is a principal at Cahill Financial Advisors, Inc, specializing in comprehensive financial planning with a tax planning focus.
Becky works with clients to create tax efficient plans for wealth accumulation and withdrawal strategies for life goals including retirement. She helps simplify complicated financial information to make it easier to make educated financial decisions.
Becky lives in Long Lake with her partner, Shane. They have two kids, Franklin and Aliza, both in college.
EXPERIENCE
- Principal – Wealth Management – Cahill Financial Advisors, Inc.
- Financial Planning Consultant – Avantax Planning Partners, LLC
- Wealth Advocate & Principal - Summit Wealth Advocates, LLC
EDUCATION
- B.A. Economics – University of Minnesota
- CERTIFIED FINANCIAL PLANNER®
- Enrolled Agent – Internal Revenue Service
MEMBERSHIPS
- Financial Planning Association
- Minnesota Society of CPAs
Becky's Team
Ready to Build Your Financial Future?
Partner with Cahill Financial Advisors for client-centered wealth management tailored to your goals. Our experienced, fee-only team is here to guide you through every step of your financial journey.