Rebecca (Becka) Casse serves as an Operations Associate at Summit Wealth Management Group Inc., where she supports the team in delivering an exceptional client experience through strong organization, communication, and operational efficiency. She works closely with advisors and staff to ensure that client requests, documentation, and internal processes are handled accurately and promptly.

Becka brings several years of operations and management experience, having previously overseen complex portfolios, coordinated projects with multiple stakeholders, and managed budgets and compliance responsibilities. Her background has strengthened her ability to streamline processes, solve problems efficiently, and maintain a high level of attention to detail. She holds two master’s degrees, an MBA and a Master’s in Business Leadership.

Outside of the office, Becka and her husband Brayden enjoy camping, BBQing, searching for the best breakfast burrito in Ventura County, and walking the beach with their golden retriever, Gryffin, while looking for sea glass. Becka also enjoys designing, creating, and tinkering with 3D printing projects along with exploring new creative hobbies.