A Welcoming First Contact
Whether you walk through the door or call the office, I help you feel comfortable, understand what you need, and reach the appropriate person.
The Heart of Coastline Hudson
A warm welcome. Thoughtful details. A team that knows you.
I help make every visit and conversation feel personal, comfortable, and connected to the people who can best support you.
Rebecca Huth
Client Concierge · Coastline Wealth Management
More Than a First Impression
Helping every client feel at home from the moment they arrive.
Our clients are part of our community, and the way we care for them should reflect that.
As Client Concierge, I am often the first person you see when you visit Coastline Hudson and the first voice you hear when you call.
My role combines hospitality with close attention to the details that shape your experience. I learn what matters to our clients, prepare information for advisor meetings, keep important records current, and help route questions to the right member of our team.
After more than 20 years in the Hudson area, many client conversations begin with a shared school, a local event, or a familiar family connection. Those relationships help our office feel less like a financial institution and more like a trusted part of the community.
How I Shape the Client Experience
Care that shows up in both the big moments and the small ones.
The details people remember are often the ones that show they were heard, recognized, and genuinely cared for.
Meetings With More Context
I help prepare advisor meeting agendas with current details, upcoming needs, and important account information readily available.
Personal Milestones Remembered
Anniversaries, birthdays, family news, and difficult seasons matter. I help our team recognize those moments in a thoughtful and appropriate way.
A Connected Office
I share relevant client updates across our team so the right people have context and each conversation can pick up where the last one left off.
The Details Behind a Better Meeting
Preparing the team to focus on what matters to you.
A productive conversation begins before the meeting starts. I help organize the information and context that allow our advisors to use that time well.
Notice What Has Changed
I pay attention to updates in your family, accounts, contact information, and upcoming financial needs.
Check the Important Details
I look for missing beneficiary information, banking updates, required minimum distributions, and other items the team may need to address.
Build a Useful Agenda
I organize key information so your advisor can begin the meeting with a more complete view of your relationship.
Connect the Follow-Up
After the conversation, I help make sure questions and service needs reach the team member responsible for the next action.
Rooted in the St. Croix Valley
Local relationships bring a different kind of care.
Hudson offers the closeness of a smaller community with connections that extend across the St. Croix River Valley. I enjoy discovering the schools, families, sports, and local experiences our clients share. That familiarity helps us care for people as neighbors as well as clients.
- Warm, down-to-earth conversations
- Personal touches shaped around the individual
- Shared awareness across the Hudson team
- A genuine connection to the surrounding community
Start a Conversation
Call, visit, or simply stop in and say hello.
Rebecca can listen to what you need, connect you with the right member of the Hudson team, and help make your next interaction with the office easier.
Contact Rebecca
The People Rebecca Connects You With
A familiar welcome leads into a full team relationship.
Rebecca helps clients stay connected with the advisors, service professionals, and specialists who make up Coastline Hudson. Meet the people working together to support each relationship.
Coastline Hudson
Jamie Grupe
Certified Financial Planner®
Jamie Grupe, a Certified Financial Planner ®, has worked in the industry for over 25 years. He is passionate about helping clients reach their financial goals. Jamie started his career in banking and has over 45 years’ experience in...
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Chantel Luke
Financial Advisor
Chantel Luke, a Financial Planner, has worked in the industry for over 15 years. She enjoys helping clients and understanding what is most important to them.She likes taking clients through the financial planning process and providing...
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Marietta Payne
Client Service Specialist
Marietta is our Client Service Specialist and is passionate about providing our clients with an exceptional experience. She enjoys learning about retirement planning, investment strategies, as well as other areas of financial planning....
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Janice Narlock
Operations Specialist
715-386-5104
Janice is our Special Projects Coordinator and Tax Professional. She has over 20 years of financial, tax and accounting experience. She is a wonderful resource for connecting financial decisions with tax strategies. Janice and her...
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