Rebecca began her financial planning career as an Area Manager for RMI Community Business Insurance Center in 1983. In 1984 she founded Circle Financial Planning, Inc. to purchase franchise rights from BC/BS of Indiana.
In 1985 Rebecca and her father Jim Moss formed MC-Tip, Inc. to work with Money Concepts International to purchase back the franchisor rights to the state of Indiana and converted all of the franchises in Indiana to Money Concepts Financial Planning Centers and serve as Regional Director for Money Concepts International in the state of Indiana.
Since she joined Money Concepts, Rebecca has won various top annual achievement awards. As a leader in the Money Concepts community of financial planners and wealth coaches, she consistently has won awards annually. She has also been awarded many of Money Concepts exclusive special awards including, The Legend Award (2014), Woman of the Year (1985), Saleswoman of the Year (1988-89), and the prestigious President of the Year awards (Last one being in 2008).
Most recently, Rebecca was named as a 2015 Five Star Wealth Manager by Indianapolis Monthly. This Best In Client Satisfaction designation is evidence of her approach to wealth planning. This unique team approach to the wealth coaching process is thorough, innovative and customized to fit each individual’s dreams, desires and needs. 2015 is the eighth consecutive year she has won this prestigious award.
Rebecca helps investors and corporations with their investment and financial planning needs. Rebecca is professionally trained in financial planning, asset management, estate planning, investment and insurance services. As a wealth coach, she specializes in retirement planning, estate planning.
In a recent interview, Rebecca stated, “As a wealth coach, it gives me great joy to help my clients achieve the retirement of their dreams.” She further added, “Many of my clients have been clients for decades. I value the relationships that I have developed over the years with these wonderful people who are like family to me.”
While Rebecca continues to develop a wealth coaching practice, she is a constant leader for the Crossroads of America Region. Through training and sharing successes, she helps other Money Concepts financial planners achieve their goals as well.