Rebekah Monterrosa

For some of us, our true calling can be hiding right under our nose, as was the case with Rebekah. After spending more than 10 years as a loyal member of her local credit union, Rebekah applied to be the bank’s receptionist. Within six months of hire, she became a Member Services Representative, and she moved to the investment department a year later. It was in this role that she discovered her niche in supporting Financial Advisors in addition to helping people achieve their retirement and savings goals.

At LifeBridge Financial Group, Rebekah’s primary role is overseeing client interactions and transactions to make our clients’ experiences seamless and efficient. Her proactive approach to client service is integral to the team’s mission.

Rebekah is a born-and-bred Houstonian whose free time is spent with her family, gardening, or in the kitchen whipping up new dishes. She and her husband are the proud parents of two wonderful little boys, Andrew and Asher. Like many members of the LifeBridge team, Rebekah’s family also has a furry family member named Optimus, a Siberian Husky.