Client Advisory


Rebecca is a Senior Associate in the Louisville office. She manages the onboarding of new clients and helps them when transitioning between software and processes. Rebecca has almost 30 years of experience in the outsourced accounting industry.

Prior to joining Cerity Partners, Rebecca served as the Business Services Engagement Manager for the CFO and Business Tax teams at ARGI Financial Group. Before her time at ARGI, she was the Director of Operations at a local outsourced accounting firm working with start-ups and venture capital groups.  Additionally, she was a manager for an international accounting and tax firm overseeing the daily operations and growing market presence.


  • B.A. in Accounting from Bellarmine University

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