Rachel is a Paraplanner and is the initial point of contact for our clients. Her goal is to provide exemplary service to our clients, as well as outside professionals such as attorneys and accountants. Rachel strives to provide timely communication and thorough assistance with the coordination of client service needs, financial plan support and account administration.
Prior to joining Wingate in January 2019, Rachel was an Admission Officer and HubSpot Specialist with Exploration School, Inc. She graduated from the University of Wisconsin with a Bachelor of Arts in Sociology and Communication Arts.
Rachel holds the Financial Paraplanner Qualified ProfessionalTM (FPQP®) designation through the College for Financial Planning.
In her personal time, Rachel enjoys making trips back to the Midwest to visit with family and friends, planning trips to Disney World and exploring the east coast. Additionally, she spends time reading, playing with her mischievous kitty, Scottie, and cheering on Wisconsin sports teams.