Rachel joins the team with over 10 years of experience working in the financial planning industry, and she became a Certified Financial Planner™ Professional (CFP®) in 2011.
She’s passionate about helping people by connecting personally and building relationships. Rachel considers herself a financial coach, and loves working with clients through times of transition.
She not only brings industry knowledge to the team but also a warm and caring personality. Being a native to Texas, she’s no stranger to big, welcoming hugs!
Rachel volunteers with the Minnesota Chapter of the Financial Planning Association and is a member of Backing the Blue Line, a police wives organization supporting law enforcement families in Minnesota. Read Rachel’s full bio here.