OUR TEAM
Rebecca Kincaid, CLUFOUNDER & CEO
Rebecca Kincaid is a good ol’ Georgia girl who grew up on a sweet potato farm in South Georgia. Since 2012, she has made Greenville her home, sharing a joyful life with her husband, Pate and their three children. Though she left Atlanta reluctantly, she now wholeheartedly embraces the blessings of Greenville, cherishing its welcoming people, vibrant town, and family-friendly environment.
Rebecca is also a dedicated and highly skilled financial advisor with extensive experience in retirement income planning, life insurance, long-term care solutions, and tax-efficient retirement strategies. She holds a Series 65 license along with state licenses in property, casualty, life, and health insurance. In 2010, Rebecca earned the esteemed Chartered Life Underwriter (CLU) designation from The American College, reflecting her deep commitment to providing expert financial guidance.
When she’s not helping clients secure their financial futures, Rebecca enjoys traveling the globe with Pate and their three children, Ava, Temple, and Finley.
Melinda Sanders Director of Operations
Laura Adair Director of Client Services
Pate Kincaid Client Service Specialist
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
