Rebecca joined the team as a Financial Advisor in 2022 and obtained her Certified Investment Management Analyst designation in 2024. Prior to this, Rebecca enjoyed a a successful 20+ year career in philanthropy most recently as Associate Vice President for Resource Development at Northwestern Michigan College and Executive Director for the NMC Foundation. In this role, Rebecca was responsible for the management of $50 million in charitable assets, ensuring the effective stewardship of donor gifts and working closely with high-net-worth families to achieve their philanthropic goals through current and estate gifts.
An active community volunteer, Rebecca is currently serving on the boards of the Economic Club of Traverse City, 20 Fathoms, Rotary Charities, and the Northport Promise. She is also a member of the Rotary Club of Traverse City and helps other organizations with development strategies.
Rebecca has a Bachelor of Science Degree from Michigan State University. Outside of professional and volunteer roles, Rebecca is an avid horseback rider. She and her husband have three children, three horses, one big dog, and a bunch of chickens on a small farm in Northport.
Book time to connect: https://calendly.com/rteahen-baird/quick-chat