Specialties
About Me
Hi, I'm Becky, founder of Healthy Wealth.
I'm a military spouse and specialize in planning for military members, veterans, and federal civilians. I was raised in Virginia and hold a Bachelor of Science degree in Mathematics from Virginia Tech, complemented by a Master of Science in Math Education from Radford University. My professional journey began with tutoring and teaching mathematics, followed by a tenure with the SFL-TAP program, culminating in the discovery of my true calling in financial advising. Additional education through the American College of Financial Services, coupled with years of financial planning experience tailored to military personnel, led to the attainment of the CFP®, ChFC®, and MQFP® designations, which I maintain in good standing. Throughout this journey, I have had the privilege of assisting numerous soldiers, sailors, airmen, marines, and veterans to navigate the complexities of maximizing long-term tax efficiency, securing retirement, harnessing benefits to achieve life goals, and attaining financial peace of mind. Subsequently, I made the decision to embark on an entrepreneurial venture, founding Healthy Wealth LLC. While my expertise lies in financial planning for military members and veterans, my comprehension extends beyond the numbers. Having spent 17 years married to a military physician, I possess an intimate understanding of the nuances of military life. Instead of needing to explain what it means to PCS or go TDY, clients will find instant recognition coupled with compassion and empathy. My husband and I have two sons, and our family is currently stationed at Carlisle Barracks in Carlisle, PA. Beyond my professional pursuits, I indulge in my passion for reading and have recently achieved a 2nd degree black belt in Shōrin-ryū Shōrinkan karate and kobudo.
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Interests & Hobbies
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Credentials
MQFP, CFP, ChFC
Chartered Designations
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Disclosures
Healthy Wealth, LLC (HW) is a registered investment advisor offering advisory services in the States of Pennsylvania, Texas, Florida and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, Healthy Wealth, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. HW does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall HW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if HW or a HW authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.