About Rebecca Wise
Understanding your financial picture does not need to be confusing or complicated. I am here to educate you and help you understand the basic fundamentals of your financial portfolio in a comfortable and stress-free environment. I believe all we have is a Gift from God. And it is my role to help you be wise with your money and provide comprehensive financial guidance that reflects your goals and values as well as empower you to navigate your financial journey with confidence.
In my spare time, you can find me in the great outdoors enjoying bike riding, kayaking and hiking. I love to read a good book in print form. Spending time with family and friends and serving the communities and churches for where I live and work brings me joy. I am inspired by the biblical verse: 1 Peter 4:10 "Each of you should use whatever gift you have received to serve others, as faithful stewards of God's grace in its various forms."
Giving Back
- Volunteer, Thrivent Action Teams in churches and the community
- Member, Berks Mont Business Association
- Member, TriCounty Area Chamber of Commerce
- Member, Building a Better Boyertown
- Member, Trinity Evangelical Lutheran Church, Hecktown (Bethlehem)
- Former Board Member, Habitat for Humanity Lehigh Valley
- 2018 Mid-Atlantic Region Volunteer of the Year - Thrivent
Education & Accomplishments
- Graduate of Boyertown HS, class of 1982
- Bachelor of Arts - Lebanon Valley College, class of 1986
- Life and Health Insurance Licenses
- Finra Series 6 Investment Company and Variable Contracts Products Representative
- Finra Series 63 Uniform Securities Agent State Law Exam
Meet My Team
Boyertown Office
