Rebekkah Casteel

Senior Tax Associate @ Creative Planning

About Rebekkah Casteel

Rebekkah Casteel is a Senior Tax Associate at Creative Planning Inc. in Overland Park, Kansas, where she has worked since 2018. She holds both a Master's and a Bachelor's degree from the University of Central Missouri and has previous experience in finance and banking.

Work at Creative Planning

Rebekkah Casteel has been employed at Creative Planning Inc. as a Senior Tax Associate since 2018. In this role, she is responsible for providing tax-related services and support to clients. Her position requires a strong understanding of tax laws and regulations, as well as the ability to analyze complex financial situations. Casteel's tenure at Creative Planning has spanned six years, during which she has contributed to the firm's reputation for quality service in Overland Park, Kansas.

Education and Expertise

Rebekkah Casteel holds a Master's degree from the University of Central Missouri, which she completed between 2017 and 2018. Prior to this, she earned her Bachelor's degree from the same institution, studying from 2011 to 2017. Her academic background provides her with a solid foundation in finance and tax-related matters, enhancing her expertise in her current role as a Senior Tax Associate.

Background in Finance

Before joining Creative Planning, Rebekkah Casteel gained valuable experience in the finance sector through her internship at Community Bank of Pleasant Hill. She worked as a Finance Management Intern for four months in 2016 in the Kansas City, Missouri area. Additionally, she served as a Teller at the same bank from 2016 to 2018, accumulating two years of experience in customer service and financial transactions. This background has contributed to her skills in tax and financial management.

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