Rachael has more than five years of experience in the underwriting and lending industry. In 2023, she made the switch to JP Wealth, advancing to the role of Wealth Advisor in January 2025. Her focus is on company benefit plans, guaranteed products, customized financial plans, and education savings.
Rachael is a graduate of the University of Northern Iowa with a degree in real estate. She is married and has two daughters.
Rachael holds her FINRA Series 7 and 66 securities registrations and insurance licenses.