Becca Mathis named an Investment News 2025 5-Star Financial Planner

Financial Advisor Becca Mathis has been recognized as a 2025 5-Star Financial Planner by Investment News. This honor comes from a nationwide survey that highlights financial professionals who demonstrate excellence, integrity, and dedication to helping clients reach their financial goals. Out of many nominations, 65 advisors across the country earned a spot on this prestigious list—Becca among them.

President and Owner of Jeter Hrubala Wealth Strategies, Beth Jeter Hrubala, shares, “We are so fortunate to have Becca’s expertise. Becca thrives on tackling the most complex and challenging cases, and approaches problems with a keen analytical mind, always seeking the most effective and thoughtful solutions. She brings a wealth of experience and insight to financial planning, paired with exceptional communication skills, that make even the most nuanced concepts easy to understand. And perhaps most importantly, Becca has a unique ability to make clients feel genuinely heard, valued, and supported.”

Becca comments, “I am incredibly honored to receive this recognition. It is a privilege to do work I love every day and to support clients in reaching their financial goals. I am grateful to be part of such a talented and supportive team.”