Rachel M. Schenk

Equipped with more than a decade of experience in the financial services industry, Rachel provides operational and administrative support with precision, care, and a steadfast commitment to quality. She upholds the highest standards of service for the families we serve, prioritizing thoughtful attention to detail and developing personal connections.

Rachel’s passion for building relationships and supporting others has been foundational throughout her life and career. She earned her Bachelor of Social Work from the University of Saint Francis in 2011 and began her professional journey in the mental health field, focused primarily on supporting adults living with addiction. This experience shaped her empathetic, client-centered approach and solidified her commitment to helping others navigate life challenges.

The trajectory of her career shifted when she pursued an opportunity to work for one of the largest insurance brokerage firms in the country. It was there that Rachel developed her operational proficiency and utilized her natural leadership abilities. During her tenure, Rachel was recognized for her performance and dedication, earning the distinction of Retirement Income Case Manager of the Year. Transitioning into roles within independent wealth management firms, Rachel continued to broaden her industry knowledge and operational leadership. A believer in the importance of education and financial literacy, Rachel earned her Series 7, Series 66, Series 9, and Series 10 licenses over the course of four years. Her diverse background allows her to bring a uniquely compassionate, well-rounded, and solutions-driven perspective to her work.

A proud Fort Wayne native, Rachel considers herself blessed to have deeply rooted ties to the community. Her husband, José, and their son, Diego, relocated to Indiana from Puerto Rico and share her love for the Midwest and its people. Whether biking into town for ice cream or enjoying a quiet night at home, spending quality time together is a top priority in their household.