Rebecca Loeffler

Rebecca Loeffler

Operations Coordinator

Rebecca Loeffler joined the financial industry in 2007 as an office manager for her father’s CPA firm. She helped grow the firm to three full-time CPAs until her father’s retirement in 2016.

In 2017, she received a certification as a Financial Paraplanner Qualified Professional ™ from the College for Financial Planning. Rebecca is currently attending the University of North Texas pursuing a degree in Finance and Marketing.

She joined Opus Wealth Management in October of 2018. Her strengths are in process management, client service, and asset movement. She truly enjoys helping others and loves tackling new challenges.

Rebecca was born and raised in Garland, Texas. She now resides in Little Elm, Texas with her husband Manuel and their son Oliver. In her spare time, she enjoys hiking, kayaking, scuba diving, camping, backpacking national parks, and traveling the world.