Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Becky Hietpas

Becky Hietpas

Client Relations Specialist

Becky was born in Green Bay and raised in Lincoln, Wisconsin, and graduated from Luxemburg-Casco High School in 1981 and took various courses at Northeast Wisconsin Technical College.

Becky joined Summit Planning Group in May 2005 and is a full-time Client Relations Specialist.  She comes to Summit Planning Group with over 20 years of experience in the banking and mortgage industry.  Positions held within the industry range from entry level bookkeeping to supervisory roles.

Becky is responsible for opening new client accounts, transfer of investments into the new accounts, client inquires and monitoring daily activities.  Becky also assists our clients and their families during the loss of a loved one.  Becky is an integral part of the team at Summit Planning Group.

Becky and her husband, Joe, have four children, Autum, Scott, Tyler and Heidi.  Becky volunteers at their church; St. Mary’s Parish of DePere and is a volunteer for the American Heart Association, American Cancer Society and Heavens Touch Ministries, a woman’s outreach program.  Becky loves spending time with her grandchildren, family and friends and enjoys reading and taking walks.  They currently reside in DePere.

 

 

 

 

Phone (920)884-9000
Fax (920)884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck