Rebecca Beard Junker

 

President

Rebecca Beard Junker manages a team of professionals who support our client's comprehensive financial and tax needs. Being in business for the past 29 years, she has established her firm with a solid work ethic, conservative investment ideology, and a solid commitment to client service.  

Rebecca has worked extensively managing her client's investment portfolios and designing estate plans to help her clients retire with independence, dignity and peace of mind.

Rebecca's CPA designation benefits her clients over traditional brokerage houses because of her extensive knowledge in tax planning. Together with her team of tax and financial advisors, she presents personalized strategies that help meet her client's needs and objectives.  

 

 CERTIFICATION/LICENSES   

  • Certified Public Accountant
    • Texas #18073
  • Real Estate Broker
    • Texas #0291614
  • Texas Insurance Agent
    • General Lines License #891243
  • Securities Representative
    • Series 7, and 63 CRD#2569217
  • Registered Representative
    • 1st Global Capital Corp.
  • Investment Advisor Representative #127688
 
 
HONORS AND MEMBERSHIPS  
  • Texas State Board of Public Accountancy
    • 1997 - 2003
    • Appointed by Governor George W. Bush
  • American Institute of CPAs
  • Texas Society of CPAs
    • Houston Chapter
  • Rosenberg/ Richmond Area Chamber of Commerce
    • President
      • 1996
    • Board member for three terms
      • 1989 - 1998
  • Association of Water Board Directors of Texas
    • Vice President
      • 1992 - 1993
  • Pecan Grove Municipal Utilities District
    • President
      • 1991 - 1996
    • Board Member
      • 1988 - 1991
  • Fort Bend County Central Appraisal District
    • Board of Trustees
      • 1990 - 1991
  • Fort Bend County Museum Association
    • Director
      • 1988 - 1989

 

SPEAKER

  • Texas Society of CPAs
    • "Living the Vision – Adding Financial Planning to a Traditional Accounting Firm”
    • “State Board Update”

 

EDUCATION

  • University of Texas 
    BBA - Accounting with honors 
    Beta Alpha Psi
    Class of 1975
  • Needville High School
    Salutatorian
    Class of 1971

 

EXPERIENCE  

  • 1979 - Present
    Certified Public Accountant    , Wealth Management, & Financial Advisor
    Rebecca Beard Junker, P.C.
    Richmond, Texas
  • 1977 - 1979
    Certified Public Accountant
    Arthur Young
    Oklahoma City, Oklahoma
  • 1976 - 1977
    Certified Public Accountant
    Alexander Grant
    New Orleans, Louisiana
  • 1975 - 1976
    Financial Analyst
    Exxon Company, U.S.A.
    New Orleans, Louisiana