Simplified Financial Advice.

Meet Rachel

Rachel supports our team as a Director of Operations. Her ready smile and top-notch organization skills make her an excellent fit for this role.

Rachel has an impressive history of experience in both customer service and the financial services industry.

Born and raised in Fargo, North Dakota, Rachel stays active outside of work by exploring the outdoors, hiking, kayaking and snowmobiling. She’s often found enjoying the outdoors with her friends and family – and with her two small dogs who enjoy running around the lake as many times as they can.