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Becky Sorensen

Becky Sorensen

Registered Assistant

Becky has been with McNeely Financial Services since January 2007. She came to us with 13 years of office management experience. She has worked for both McNeely Insurance and McNeely Financial serving both firms as a client relationship specialist. She holds her property and casualty license as well as life and health licenses. Becky also holds her series 6 and 63 securities registrations. She has been responsible for investment and insurance new business processing as well as updating client accounts. She is currently serving as our insurance support specialist. Becky runs projections on current life policies as well as quotes new coverage. She works closely with our advisors in gathering financial data and preparing for client reviews. Her role includes managing advisor schedules and is the primary contact for appointment scheduling.