As a Client Services Associate, Rebecca Hoeg will assist our team’s day-to-day operations and is available to help you with any account-related items, including opening new accounts, money movement and transfer requests, and any other questions you may have.

Rebecca brings a wealth of experience in client relations and a passion for helping people. Before joining Brickley Wealth, she worked in trade operations and client service roles at several wealth management firms in the Bay Area and Boston. Rebecca graduated from Skidmore College with a B.S. in business administration. Rebecca’s dedication to client satisfaction and her collaborative spirit make her a perfect fit for our team.