Rebecca Beard Junker

 

President, CPA, PFS

 

Rebecca Beard Junker leads a team of professionals who support our client's comprehensive estate planning, wealth management, and income tax needs. Founding our firm in 1979 in a small room in her father’s office, Rebecca has grown our firm with a commitment to the highest levels of service and ethics.

 

Rebecca works extensively with our clients to provide portfolio management based conservative investment ideology. Unlike traditional brokerage firms, she uses her comprehensive tax planning as a CPA to design estate plans which allow our clients to retire with independence, dignity and peace of mind. 

 

An honors graduate of the University of Texas (’75), Rebecca is a life-long resident of Fort Bend County.  She has been a leader in the community for over 30 years.

 

 

 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