Rebecca Grasmeyer has been building and maintaining the trust and confidence of high-net-worth individuals, families and institutions for more than 20 years by assisting clients in the areas of wealth planning, investment management, trust administration, estate planning and institutional services. In addition to holding both the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College, she holds her life, accident and health insurance licenses. A native of West Michigan, she has a bachelor’s degree in finance from Grand Valley State University and has been with the firm since 2012.
Becky is committed to providing her clients with a superior level of customer service with the goal of making their lives easier.
- Her proactive, high-touch approach to client service has helped attract and retain client relationships that span decades.
- Her combination of wealth advisory and banking experience enable her to tackle a broader range of financial needs on behalf of her clients, including helping clients who are also business owners address both personal and institutional needs.
- She has built a reputation as a problem solver and works with the expanded 1834 team of wealth professionals to define and then aggressively pursue clients’ short- and long-term financial goals.
She is a member of the West Michigan Estate Planning Council and the National Association of Charitable Gift Planners and has served on the boards of P.O.R.T. at Helen DeVos Children’s Hospital and the West Michigan Planned Giving Group. When time allows, Becky enjoys gardening, practicing Pilates, reading and following the world of sports.