Headshot of Rachel Wood, CFP®, AIF®

Rachel Wood, CFP®, AIF®

Partner & Financial Advisor

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Allow us to introduce Rachel, a dedicated financial professional and a proud CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) on a mission to empower individuals to seize control of their financial destinies and retire with confidence.

Rachel’s approach to financial planning is centered on understanding her clients’ current financial situations and working collaboratively with them to design personalized, sustainable retirement plans that align with their unique visions for the future.

Rachel embarked on her career in the financial planning industry back in 2002, and her unwavering commitment to her clients’ financial well-being has only grown stronger over the years. In 2005, she joined her current firm, where she consistently provides her clients with sound financial strategies that stand the test of time. Her genuine passion for financial planning was recognized in 2020 when she was offered a partnership role within the firm, a testament to her expertise and dedication.

Outside of her professional life, Rachel finds joy in family moments with her husband, Joe, and their two children. You might catch her strolling through their neighborhood, experimenting with her culinary skills in the kitchen, or enjoying the great outdoors through camping adventures. Above all, Rachel cherishes the precious time spent with her loved ones.

Rachel’s academic background includes a bachelor’s degree in Business Administration from the AIB College of Business in Des Moines, Iowa. Furthermore, she holds the esteemed title of Accredited Investment Fiduciary® Professional, as awarded by the Center for Fiduciary Studies. This accreditation serves as a testament to Rachel’s unwavering commitment to the highest standards of education, competence, conduct, and ethics in her field. As an Accredited Investment Fiduciary, she consistently places her clients’ best interests at the forefront of her financial planning services, ensuring they receive the guidance and support they need to achieve their financial goals and dreams.