At Bast Financial Group, our team is dedicated to providing the ultimate client experience. We firmly believe in treating others the way we want to be treated. Here you will find the people who help make it happen. If you have any questions, concerns or need assistance regarding the services we provide, please reach out directly to one of our expert team members.
Rebecca Bast always knew she wanted to do something with her life that would have a positive impact on others. When she started as an intern with Northwestern Mutual in 1994, it became clear to her how she was going to make a difference. With over 20 years of experience, Rebecca has been helping guide people to a world of financial security ever since. Rebecca has earned the Chartered Life Underwriter (CLU®) designation and the Chartered Financial Consultant ( ChFC®) designation. Between her knowledge, loyalty and integrity, clients have come to realize that Rebecca is truly looking out for their best interest.
Rebecca Bast resides in Odessa, Florida, with her husband John, and their two children, John Thomas and Cally. In her spare time, Rebecca enjoys playing golf, shooting sporting clays, traveling, attending sporting events and being active in her community. Most importantly, she enjoys spending time with her family and friends.
Elliot Cotto, CLU®, ChFC®, CASL® is a 42 year veteran of the Northwestern Mutual Life Insurance Company and one of the newest team members of Bast Financial Group. He brings to the table his expertise in life insurance and retirement income planning as well as his professional designation as a Chartered Advisor for Senior Living.
Elliot was born in Puerto Rico and raised in New York where he rose above the temptations of the streets to become an Eagle Scout. He is a veteran of the U.S. Marines, a First Degree Black Belt in Martial Arts and an avid golfer. After moving to Florida with his family nearly 45 years ago he earned a degree in finance from The University of South Florida and became a college agent with Northwestern Mutual Life.
Elliot lives in Lutz, Florida with his wife of 50 years, Carmen. They have three grown children and 5 grandchildren.
Jessica started her career with Northwestern Mutual in 2013. She has been a part of Rebecca’s team since September 2014. Jessica has an extensive background in customer service, including her four seasons working with the Tampa Bay Buccaneers. Jessica holds her Florida license in Life, Health, Annuity and Long Term Care. She also holds her FINRA Series 6 & Series 63 Licenses. As Rebecca’s Director of Planning & Operations, she assists in the financial planning and design of the client’s financial plan. She also assists in developing and implementing marketing strategies for the team. In her spare time, she enjoys traveling, attending social and sporting events, as well as spending time with her husband, Caleb and sons, Kobe & Atlas.
Jessica may work directly with you to:
- Assist in the design of your financial plan.
- Service your insurance and investment accounts.
- Provide assistance with online access to view your Northwestern Mutual insurance and investment accounts.
Parveen joined Rebecca’s team in August 2018. She has a Bachelor’s degree in Management and Organizational Leadership from Saint Petersburg College. Parveen has a background in banking and finance, most recently at SunTrust, as a Personal Banker. As Rebecca’s Executive Assistant, she manages Rebecca’s calendar, handles administrative tasks and supports all senior team members with the day to day workflow. In her spare time, she enjoys traveling, trying new foods and spending time with her fiancé, Bradley and their son, Jackson.
Parveen may work with you to:
- Direct calls to the appropriate department
- Schedule appointments and reviews
- Provide client service support
Julianne joined Rebecca’s team in August 2019. She is a recent graduate with a Bachelor’s degree in International Studies from the University of South Florida. Julianne assists clients with servicing their policies, to include, beneficiary updates, policy changes and billing requests. She also onboards new clients while managing the application and underwriting process.
Financial Planning Analyst
Financial Planning Analyst
Kevin joined Northwestern Mutual in November 2016. Kevin has two years of financial services experience, and first served as a registered financial representative before joining the planning department within Northwestern Mutual. He holds his Series 7, Series 63 and Florida 2-15 (Life & Health) Licenses. Kevin has a Bachelor’s degree in Economics from the Sorbonne University of Paris, France, and a Master’s Degree in Business Management from NEOMA Business School of Reims, France.
Chief Marketing Officer
Angie started her career with Northwestern Mutual in 2015. She is an innovative marketing communications executive with 15+ years of expansive, proven experience in all aspects of corporate marketing including branding, customer relations, creative team leadership, advertising and media relations. She is responsible for utilizing strategic marketing and media strategies to help Bast Financial Group reach our growth goals. She is the co-chair of the community action committee in which she spearheads fundraising and awareness for Alex's Lemonade Stand Foundation as well as local organizations that support pediatric cancer families. She resides on the Corporate Advisory Council for Johns Hopkins All Children's Hospital and is involved in a number of other local non-profit organization in Tampa Bay. In her spare time, Angie loves to travel, attend sporting events and spend quality time with friends and family.
Angie may work directly with you to:
- Share team news and communications.
- Develop public relations opportunities.
- Coordinate community involvement and sponsorships.
Caroline V. Robles
With a bachelor's degree in Communications and Business Administration from the University of Florida (Go Gators!), Caroline joined Northwestern Mutual in April of 2018. Caroline leverages her communications background to assist the team in event planning, community involvement and sponsorships, all while bringing creative energy to the team! In her spare time, you're sure to find Caroline enjoying the outdoors, catching a live concert, or attending sporting events with her close-knit friends and family.
Dylan J Habeeb , CLU®, ChFC®, CFP®
Dylan has been with Northwestern Mutual for more than 11 years. During his tenure with the company Dylan has served as a registered financial representative, as well as an associate on an Executive Benefits Team helping clients with Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) plans. Dylan holds his Series 7, Series 63, and Florida 2-15 (Life & Health) License. Dylan also has the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College, and is a Board Certified Financial Planner (CFP®). Dylan has a Bachelor’s degree in Finance from the State University of NY at Oswego.