Rebecca Schuman

Associate Financial Advisor

Financial planning has always been Rebecca’s dream job. Growing up in a family with Financial Advisors, Rebecca quickly realized that being an advisor is not just about managing money, but about building long-lasting relationships with people and making a positive impact on their lives.  

Rebecca’s biggest motivator is helping people. Both at work and in life. Rebecca received her Bachelor’s Degree in Finance from the University of Maine. Her love for finance and math combined with her passion to help others is what draws her to this industry and this job. Creating meaningful relationships with people in her community who will trust her to help them be financially healthy and achieve their goals is what she likes most about the role.  

Rebecca sits on the Financial Planning Committee as well as the Investment Committee, meeting with her coworkers weekly to discuss changes in the market as well as discussing ways to continue to improve upon our planning services to best suit the needs of our clients.  

Rebecca was born and raised in Southern Maine and currently lives in Buxton with her boyfriend, Jesse. Outside of work, you can find Rebecca on the beach, on a hike in the White Mountains with Jesse, on road trips, and in the Winter, skiing the mountains. Family is very important to Rebecca as well as being an active part of the community. She coaches youth lacrosse and soccer, plays lacrosse and ice hockey, and volunteers at local organizations in the Portland area.  

She looks forward to meeting and working with you to help you achieve financial success!