Rachel strives to help others feel confident in their financial situation by first understanding their current financial situation. After discussing their vision for retirement, she works to design an achievable, sustainable retirement plan and builds a portfolio to support it. She coaches her clients to create the life they want, on their terms.
Starting her career in the financial planning industry in 2002, Rachel continues to prove she is a great resource of knowledge for her clients and her team. She joined the firm in 2005 and continues to provide sound strategies for her clients. Her passion for financial planning is evident and in 2020 she was offered a partnership role with the firm.
Rachel and her husband, Joe, have two children. In her free time, she can be seen walking around the neighborhood, cooking, camping, and spending time with her family.
Rachel has a bachelor’s degree in Business Administration from the AIB College of Business in Des Moines, Iowa, and is an Accredited Investment Fiduciary® Professional from the Center for Fiduciary Studies.
As an Accredited Investment Fiduciary, Rachel demonstrates that she has met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve in the best interests of her clients.
