Clear financial guidance to help you make confident, strategic decisions
Our mission is driven by passion, supported by knowledge and devoted to helping our clients attain financial security for their families and businesses. The future is unpredictable, but with a comprehensive plan, our clients can feel confident for whatever challenges they may face. We make life changing impacts through our personal relationships, our world class solutions and our commitment to service.
There are a lot of financial advisors out there. Not all are the same. Bast Financial Group starts with planning in mind. This means we are focused on building comprehensive financial plans for all of our clients. We bring your entire financial picture into focus, not just insurance or investments.
We are here for YOU. We believe it’s our job to reach out to you, to be available when you need us and to be even more dedicated to your financial success than maybe even you are. We care about our clients not in the cliché way, but in the lifelong friend's way. We are going to be here to celebrate your victories and support you in hard times.
When it comes to helping you create financial security and prosperity, we lead with a commonsense approach. We don’t just look at maximum returns or the latest investment trends; we look at what’s best for you. We will shift this approach overtime to adjust for life changes. You can rest assured we will always recommend what we feel is the right strategy for you.
Rebecca has been recognized by some of the top industry publications. She is ranked by Forbes as a Best-In-State Wealth Advisor and a Best-in-State Top Financial Security Professionals. She has also been named to the AdvisorHub Top 100 Women Advisors to Watch. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Best-in-State Wealth Advisors (April 2024, 2025, 2026), based upon data as of June 30th of the preceding year. Forbes Best-in-State Top Financial Security Professionals (July 2022, 2023, 2024, 2025), based upon data as of December 31st of the preceding year. Forbes Top Financial Security Professionals (October 2021), based upon data as of 12/31/2020. Research & ranking provided by SHOOK® Research, LLC. AdvisorHub, Advisors to Watch, (June 2024), based on data submitted by online survey by March 29, 2024. Data collected in three main categories: Scope of practice measured by assets, production and level of service; Growth of practice consisting of year over year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
AdvisorHub, Advisors to Watch, (June 2024), based on data submitted by online survey by March 29, 2024. Data collected in three main categories: Scope of practice measured by assets, production and level of service; Growth of practice consisting of year-over-year growth in assets, households and production; and lastly, Professionalism which includes regulatory record, community service and team diversity. No compensation was paid to be eligible, however, marketing fees apply to logo use. Rankings and recognitions are no guarantee of future investment success.