The Fero Financial Team
We listen, learn, and plan.
Our dedication to the details brings clarity to complex situations and inspires confidence to pursue your goals. We also believe strategic partnerships with other professionals add a broader perspective to everything we do for you. Together, we uncover what matters most by carefully defining your needs, wants, goals and objectives. Next, we create a plan that integrates efforts from CPAs, attorneys, and insurance, Social Security, tax, and healthcare specialists – we are happy to work directly with your established relationships or engage the expertise of our own.
Together, the Fero Financial Team can help you address:
- Where the gaps are in your current financial plan so you can protect and grow your wealth
- Critical financial decisions due to unexpected life events like loss of a spouse or divorce
- Optimal strategies for claiming Social Security
- How to minimize taxes with your investments
- Identifying and purchasing optimal insurance coverage
- Asset and investment management that matches your goals, values, and risk tolerance
- Complex estate conservation and legacy planning for the ones you love
Rebekah J. Fero, CFP®,AIF®
Principal, Financial Planner
Jeffrey J. Fero, II, CFP®
Paraplanner
Tracy Morrison
Executive Assistant
Strategic Partners
Howard Katz, CFP®
Managing Partner
Linea Private Wealth Management
Justin Davidson
Co-Founder
Linea Private Wealth Management
Mike Tarrant, CFP®
Financial Planner
Integrated Financial Group
Land Bridgers
CEO
Integrated Financial Group
Crystal Epstein, AIF®
Chief Compliance & Risk Officer
Integrated Financial Group
Karen Cooke-Thomas
Director of Operations & HR
Integrated Financial Group
Need help coordinating the complexities of your finances?
We want the best for you and are passionate about providing strategies and solutions that help you feel prepared and supported through life’s many challenges.
Work With a Certified Professional
Rebekah J. Fero, CFP®, AIF®
