Rebecca Taylor, AIF ®, CPFA
Rebecca graduated from the University of Toledo with her BSBA in Finance in December 2006. She joined Equity Planning Group in January 2008, focusing on the retirement plan side of the business. She now manages all 80+ retirement plans Equity Planning Group serves and has earned her Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor designations. Rebecca and her husband, Bill, have deep roots in the Toledo community, enjoy movies, and watching sports; she also currently serves on the Anne Grady Services Board of Directors. Most of all they love spending time with family and friends, especially their daughters, Naomi and August. Walks with their furry child, Mariska, is one of their favorite family pastimes.