About | Meet Our Team

Rebecka Pratt, CLU®

Private Wealth Advisor


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Call (616) 977-2639

Rebecka Pratt, CLU®



As a financial advisor, Becky works with clients to develop custom financial plans. She focuses on ensuring all aspects of clients’ personal and financial lives are working together to help them accomplish their long-term goals.

Becky has more than 12 years of experience in the financial services industry. She previously served as a financial advisor at Ameriprise Financial Services.

Becky has a bachelor’s degree from Grand Valley State University in Michigan. She has passed the FINRA Series 6, 7, 63 and 66 exams and holds life, accident, health and variable annuities licenses.

When not at work, Becky loves getting her hands dirty on her family’s farm. She and her husband, Gabe, and their three daughters raise cattle, chickens and a variety of crops.


A Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of the life insurance industry and the underwriting process. In most states, a CLU® designation exempts you from pre-licensing education and underwriting certification requirements.

10B5-1: Insider Trading

10B5-1: Insider Trading

Show Notes: 10B5-1... is it a license plate number? Is it the combination to the lock on your luggage?  No, it's the form you need to pay attention to if you're in a position to worry about insider trading.  Should you be paying attention to this process?  Let's take...

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We take a collaborative team approach. Our team members have diverse professional backgrounds and demonstrate the highest level of integrity and commitment to clients.

Kevin Toler, CRPC®, APMA®

Partner & Private Wealth Advisor.