Becky Paterik

Becky has been in the financial services industry since 1983. She is a CERTIFIED FINANCIAL PLANNER (tm) professional, an Investment Advisory Representative and a Registered Representative with United Planners Financial Services. She earned a Masters of Business Administration from the University of North Texas and a Bachelor of Business Administration with a minor in Psychology from Southern Methodist University.

Becky is a member of the Financial Planning Association.

Active in her community, Becky is involved with the Salvation Army, Lake Highlands Community, and her church. In her leisure time, Becky enjoys reading, traveling, and spending time with her husband and 2 sons.

Licenses:

• Certified Financial Planner® Professional
• FINRA Series 24, 7, 63, and 65
• Texas Life Health and Accident Insurance
• Texas Variable Annuity Insurance