My Team

                   

 
Rebeca R Heaton Juarez

Rebeca R Heaton Juarez

Operations Manager
Office 414-271-3242

I am the overseer of our team's practice from speaking with policy owners directly about our process to planning client events, I take pride in what I can do for our clients and make sure you have the most positive experience with us.

Responsibilities include:

  • Underwriting process questions
  • Policy Owner Service needs
  • Organizing client service events
  • Running the day-to-day operations of Brett's practice

 

Rebeca graduated UW-Milwaukee in 2009 with her teaching certification in social studies and minor in Spanish. She has spent the past six years working in the non-profit/education sector as an educator and program manager.

In her free time Rebeca likes to workout (yoga and zumba), read, go on long hikes, and cook.

 

Brett Heaton Juarez, CFP®, CLU®, CLTC®, M.S.

Financial Advisor

 

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