Rebecca Gonzalez began in the insurance industry in 1998 after earning her Bachelor of Science
degree in Accounting from UW-Stevens Point. She worked with Catholic Family Life Insurance until
July 2010 where she managed agency operations for Custom Concepts Financial Group, the company's
largest agency nationwide. Her role included training new advisors on insurance and planning
analysis and assisting advisors in forming solutions for individual clients. She joined the firm in 2010 and specializes in the area of life insurance analysis as well as college, retirement and estate planning. She utilizes integrated planning, a process that assesses a clients entire financial picture before making recommendations.
Licenses & Credentials:
• CERTIFIED FINANCIAL PLANNER™ certification
• Chartered Life Underwriter (CLU)
• Series 6, 7, 63 and 65 securities registrations through Woodbury Financial
• Investment Advisor Representative of Woodbury Financial
Rebecca is currently serving on the Board of Directors for the Mosinee Youth Girls Softball
Association. She is a Past President of the St. Paul Catholic School (Mosinee, WI) Home and School
Board. Rebecca has held various positions for her local association of the National Association of
Insurance and Financial Advisors (NAIFA). Her service to NAIFA also includes six years on the
Wisconsin State Board. She is a Past President of NAIFA-WI. Rebecca works in the Wausau/Mosinee
area as well as in the Spencer office. She serves all of Central Wisconsin.