Rebekah Berry, CFP®, CDFA®

With over 26 years at Baird, I’ve built my career around one core principle: delivering highly personalized financial guidance that helps clients turn their goals into reality. Since joining the firm in 1999, I’ve worked closely with individuals and families to design and implement comprehensive financial plans—guiding them through every step, from strategy to execution.

My areas of expertise include:

• Pre- and post-retirement planning
• Education funding strategies
• Investment portfolio management
• Employer benefits and equity compensation plans
• Risk management and insurance planning
• Life and long-term care insurance
• Divorce financial analysis

I’m a proud graduate of Valparaiso University and a CERTIFIED FINANCIAL PLANNER™ professional since 2003—a designation that reflects my commitment to the highest standards of integrity, competence, and professionalism. I also hold the Certified Divorce Financial Analyst® (CDFA®) designation, earned in 2005, and completed Baird’s Senior Investment Consultant Program at the University of Chicago Booth School of Business in 2009, where I focused on serving clients navigating major life transitions.

I’m licensed to provide insurance solutions in Illinois, Wisconsin, California, and Massachusetts, and I’m a registered Securities Representative.

Outside of work, I live in Algonquin, Illinois, with my family and our two dogs. I enjoy spending time with loved ones, playing pickleball, and kayaking whenever I get the chance.