Rebecca Rawlinson, CFP®, MBA

Director of Financial Planning

If you have a financial planning question, Rebecca has the answer or knows how to get it!   In addition to leading our Financial Planning Committee, she is one of the primary FedEx Pilot specialists. She assists clients in preparing their financial plan by reviewing their retirement benefits, estate documents, insurance needs, etc.

If you have a financial planning question, Rebecca has the answer or knows how to get it!   In addition to leading our Financial Planning Committee, she is one of the primary FedEx Pilot specialists. She assists clients in preparing their financial plan by reviewing their retirement benefits, estate documents, insurance needs, etc.

Oh, for the love of taxes

Coming from a family of CPAs, Rebecca self-identifies as a tax enthusiast. (It takes all kinds!) Before joining Legacy in 2007, she developed financial plans at Pathway Financial Services.

A master multi-tasker

Despite running two marathons and passing the CFP® exam in the span of four months, Rebecca considers her greatest accomplishment to be her three kids.