Alicia Monday
amonday@EBFFinancial.com
Alicia joined Evans, Beebe & Fields Financial Group in January 2018 as a New York Life Agent. During her thirteen years in the banking community, she received her licensing and training in finance. Her priority is to earn her clients trust while helping them to reach their goals and aspirations. She will always do what is best for the client. Alicia strives for a balance between work and home. She is committed to her church and is a part of the financial council. Coaching softball with her husband and also coaching her daughter's volleyball team rounds out her favorite hobbies.
Brenda Thompson
bthompson@EBFFinancial.com
Brenda is our New Business Manager, who has been part of our team for over fourteen years. She has been in the insurance and financial planning field for more than twenty years. She holds an Ohio Life, Accident and Health Insurance license. Brenda is responsible for the underwriting process of life, long term care, and disability income policies as well as fixed annuities. She ensures that our clients receive the quality service they deserve.
Brenda is a mother of two wonderful boys. When she is not hard at work, she enjoys peaceful country drives. She also loves to do anything outdoors, including taking long walks with her faithful dog, Rusty.
Laura Williams
lwilliams@EBFFinancial.com
Laura Williams is the Client Service Manager at Evans, Beebe, & Fields Financial Group. She specializes in helping clients with updating beneficiaries, banking information and anything else that pertains to existing accounts under our management. Laura has over ten years of experience in the insurance industry, including two years as an agent. She is the daughter of a New York life agent who has been an agent since 1971. Growing up and hearing her father discuss insurance has allowed Laura to develop a thorough knowledge and understanding of the business.
Laura is married to her high school sweetheart. They have a daughter and a son. In her spare time she is a fitness instructor at a local YMCA and an avid runner. In the summertime, Laura and her family enjoy spending time at her parent’s cottage in Michigan, where they enjoy boating and water skiing.
Teresa A. Beebe
amonday@EBFFinancial.com
Teresa began working with Larry Beebe at Beebe Financial Services in early 2012. Now with Evans, Beebe & Fields Financial Group, she is responsible for the company’s financial statements, general ledger, payroll, accounts payable, budgeting, and tax compliance. In addition, her responsibilities include assisting with financial planning and retirement planning for Larry’s high net worth clients. Teresa received her B.A. in Business Administration from Heidelberg College.
Prior to 2012, Teresa worked in the banking industry and held leadership positions for Ohio Citizens Bank/National City Bank in Retail Banking, Human Resources, and Private Client Group, retiring as Vice President for PNC Bank after 32 years. Teresa continues to support the Toledo Area Humane Society where she actively serves on various committees. She was Board Chair in 2013-2014 and later Campaign Co-Chair for their new shelter during 2015-2016. Her passion for the organization is driven by the human-animal bond being mutually beneficial and dynamic in companionship, child development, elderly care, mental illness, physical impairment, abuse/trauma recovery, and rehabilitation of youth and adults in our community.
Accordion Title
Rebecca Kollmorgen
bkollmorgen@EBFFinancial.com
Rebecca Kollmorgen has a Bachelor of Science in Education from Concordia University in Nebraska. She began working with Beebe Financial Services in 2012. Prior to coming to our office, she was an educator for over twenty years, teaching children from PreK to 8th grade in all subjects. She found her passion in music through teaching music classes, choirs, and band. Throughout her teaching career she taught children in Colorado, Texas, Florida, and Ohio.
As our Project/Event Coordinator at EBF her duties include the organization of our advisor seminars, holiday luncheons, and our client appreciation events. She also assists in the scheduling of client appointments and case management.
Rebecca is married to Tim and they have four children. She spends much of her time attending her children's sporting events and fine arts concerts throughout the year. When she has spare time, she enjoys counted cross stitch, reading, and walking her dog, Henry!