Bekah Broad, MS, CFP®, CSA
WEALTH MANAGER
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Bekah Broad joined Willis Johnson & Associates in 2020, bringing over 10 years of experience in the industry. Bekah’s career in Financial Planning began with obtaining her Master of Science degree in Personal Financial Planning from Texas Tech University. From there, Bekah has worked for several RIA firms in Houston & Austin over the years to develop client relationships and manage the financial planning process. Additionally, she was a key player in helping firms establish and optimize their internal processes and procedures.
Bekah loves financial planning because it allows her to meet a lot of different people, help clients clarify what their goals are, and come up with a plan for what clients need to do to realize those goals. The joy of her job comes from equal parts relationship-building and technical expertise.
Bekah holds the CERTIFIED FINANCIAL PLANNER™ designation as well as a Series 65 license. Bekah is also a member of the Financial Planning Association.
Outside of the office, Bekah enjoys spending time with her friends, family, and dogs, watching way too many TV shows, being involved in charitable causes, and riding 4-wheelers.