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Becky Bell

Becky Bell is on the Operations and Client Services Team where she assists with client requests, facilitates the onboarding process for new clients, and supports account maintenance responsibilities.

Becky has 17 years of industry experience and has worked on the Operations Team, Client Services Team, and the Transition Team at Johnson Financial Group and Cleary Gull Advisors.

Becky holds a B.S. in Education from Concordia University of Wisconsin.