Phone: (316) 788-0788 or (800) 332-8132
Fax: 316-788-3011

Becky is Client Relations Manager for Cross Financial Group, with 13 years of experience in the financial and retirement services industry. Becky schedules all client consultations with our Financial Advisors. In addition, she handles all client inquiries and service requests, including assistance in obtaining any required documents for completing these requests.

Becky received her B.S. Degree in Education from Pittsburg State University in 1976. After teaching first grade for 16 years, Becky entered the financial services industry. She is currently President of Cross Financial Services, Inc., and Client Relations Manager of Cross Financial Group. At both firms, Becky has been directly involved in making it easy for our clients to do business with us.

Unlike many client relations managers, our clients tell us Becky’s years of experience in teaching first graders has definitely made a difference! They say her teaching qualities of patience, listening intently, and being understanding, make them feel she is genuinely interested in them as a person. They also like the fact they that she communicates slowly and in simple terms.

Becky enjoys managing all aspects of service for our clients. You can be assured from your very first contact with our firm, Becky will guide and support you every step of the way to ensure you will have a great service relationship with our firm.