Rebecca Loeffler
FPQP®Rebecca Loeffler is the Director of Operations for Corus Family Wealth Advisors, where she oversees the firm’s operational strategies and ensures the seamless execution of business processes. Since joining the financial industry in 2007, Rebecca has accumulated extensive experience in both wealth management and tax firm operations. She excels in managing complex tasks, developing efficient processes, and training teams. Her strong background includes expertise in alternative investments, compliance oversight, and client account management.
Rebecca holds a bachelor’s degree in Business Administration with a focus on Organization Supervision and Mathematics from the University of North Texas. She earned the Financial Paraplanner Qualified Professional™ (FPQP®) certification from the College for Financial Planning in 2017, and is currently working towards obtaining her Certified Financial Planner™ (CFP®) certification.
Born and raised in Garland, Texas, Rebecca now resides in Little Elm, Texas, with her husband and son. In her spare time, she enjoys spending quality time with family and friends, hiking, kayaking, camping, fishing, and traveling the world.
“Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”
Albert Schweitzer