Rachel’s ten-year history as a client facing advisor with her own successful practice lends itself well to her role as department lead. She brings a deep love of financial planning and a belief that a well-developed plan brings direction and security that can allow clients to make life decisions outside of financial pressure and uncertainty. Rachel holds her CFP®, CLU, and ChFC designations. She, her husband, and their two children love to read together, build model rockets, garden and hike.
MassMutual Colorado Financial Planning Department consists of two full-time planning professionals who consult with and support the client facing advisors affiliated with our firm. The planning team’s focus is to provide subject matter expertise in collaboration with our advisors to prepare and deliver customized financial plans to our clients.
The Financial Planning Department, the advisor, the investment specialist, staff estate planning attorneys, and other technical experts develop the plan. They follow the internationally accepted process for engaging with clients, gathering and evaluating information and finally, recommending, implementing (if the client so chooses) and monitoring a clear path for their financial future.
While their professional and technical knowledge is the foundation of this talented team, it is their rich professional experience and first-class management and communication skills that set them apart in the Denver financial services marketplace.
Check the background of this investment professional on FINRA's BrokerCheck