Please join us in welcoming Becky McMillen to the Everhart Advisors team!
Becky will be joining us as a Retirement Plan Services Manager. She has worked in the financial industry for 24 years, with the last 21 years dedicated exclusively to retirement plans. Becky has extensive experience with 401(k), profit sharing, money purchase pension, employee stock ownership, defined benefit, master trusts and health and welfare plans. She has worked closely with clients on plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters.
Becky will be working closely with our relationship managers and consultants to deliver exceptional service and support to our clients.
Becky has a Bachelor of Science in Accounting from Franklin University. She has her series 6 license and holds a State of Ohio Insurance license.
Becky resides in Hilliard with her husband, Jim and three sons, Justin, Tyler and Jacob. Becky and Jim support Pelotonia and have participated as bike riders.
We are very excited to have Becky join our growing team!