Client Service Representative
(877) 807-2079

Since January 2012, Rebecca Livermore has been an assistant to several of the Registered Representatives within CG Financial as a client service manager as well as providing accounting and tax preparation services to local businesses and individuals. Seven years combined experience within the financial planning and banking industries has given her a well-rounded knowledge of meeting clients’ needs and financial goals.

Rebecca holds a bachelor’s degree in Business Management from Northern Michigan University, the Financial Services Specialist (FSS) designation awarded by the American College, and her Series 65 securities license.

Married with two girls, Rebecca enjoys spending time with her family and reading.