As our business grows, it is important to have an experienced, organized and efficient team that can handle and manage the day to day needs of our thriving client base. Since earning her Series 7 and Series 66 licenses, Rachel handles a majority of trade requests and money movements for clients. As our Client Relationship Manager, Rachel is a part of the leadership group at Foundation Wealth Strategies and manages community relations, events and client appointments in addition to a host of other concierge responsibilities.
Rachel began working in the financial services industry in 2015 and she brings ten years of office and business management experience to Foundation Wealth Strategies. She understands that each client is unique and delights in getting acquainted with everyone on a personal level.
Rachel has earned two degrees, an Associates in Applied Science from Black Hawk College and a BA in Corporate and Organizational Communications from Northern Illinois University. While at Northern Illinois University, she was a Lincoln Laureate Nominee and graduated Summa Cum Laude.
Rachel believes strong communities start in and with neighborhood schools. Because of this belief, she started a Girl Scout troop for her neighborhood elementary school and is in her fifth year as a troop leader. She enjoys every minute spent with her girl scouts. In her free time, Rachel enjoys spending time with her family and friends, planning parties, cooking and baking for loved ones, crocheting, and exploring new cities.