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®


Tracy Morrison

Executive Assistant

Strategic Partners

Howard Katz, CFP®

Managing Partner
Linea Private Wealth Management

Justin Davidson

Linea Private Wealth Management

Mike Tarrant, CFP®

Financial Planner
Integrated Financial Group

Land Bridgers

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®