Rebekah Rodgers

Rebekah Rodgers joined Willis Johnson Wealth as a Sr. Investment Operations Associate in 2026. She believes that even the smallest details can have a significant impact on clients and colleagues alike. Rebekah brings this perspective to her work by approaching each responsibility with care and a commitment to serving both clients and her team.

In her role, Rebekah is primarily responsible for trading and reconciliation, supporting the firm’s active investment management. She also assists with client billing, internal reporting, process documentation, and other investment operations  responsibilities. With more than eight years of experience in finance, she began her career in qualified retirement planning at a large brokerage firm before moving into personal wealth management and investment operations, serving as an operations associate, paraplanner, advisor, and firm director of operations before finding her passion in investment operations. 

She earned a bachelor's degree in finance with a minor in Business Administration from Northern Kentucky University and holds Life, Health, and AD&D licenses in Ohio and Texas, as well as Series 7 and Series 63 licenses. Rebekah also volunteers with VITA, providing free income-tax preparation services to individuals with low incomes in areas of need.

Outside of work, Rebekah enjoys traveling, reading, cooking, and exploring Houston, where she moved in 2025. She can often be found spending time with her significant other and best friends, enjoying a barbecue, taking long walks through Memorial Park, or adding to her endless reading list.