Rebecca joined the Fortress Financial team in 2012. She brings many years of experience in client relations and her love of keeping an office organized! Prior to joining Fortress Financial, Rebecca worked as a healthcare provider and program director for many years. Her desire to help people continues and is one of the ways we maintain strong working relationships with our clients.
Rebecca is our main point of contact for onboarding new clients, initiating transfers, account set-up, and for your ongoing account maintenance. Rebecca’s a bit of a perfectionist, so she strives to make sure clients have all requests and needs met in an accurate, timely, and professional manner.
Outside of Fortress Financial, Rebecca serves as the principle agent for Fortress Insurance Services, which provides Health Insurance benefits to groups and individuals. She is also licensed in P&C insurance and will happily review any individual or business insurance policies you have, to make sure they are the best fit.
Rebecca is a Phoenix native and ASU Sundevil. During her free time, she enjoys shuttling her kiddos to activities, taking family RV trips and learning to play the Ukulele.
Degrees, Accreditations, and Achievements
- Principle Agent-Fortress Insurance Services
- Health Insurance & Property/Casualty licenses
- Certified Ergonomics Evaluation Specialist
- Masters Degree in Occupational Therapy – Midwestern University
- Bachelors Degree in Social Sciences – Arizona State University