Rachel has assisted clients with their investments in a number of capacities throughout her career as both a client associate and senior financial associate. Rachel has been a member of The Larsen Group since 2002, working side by side with John on customized portfolio construction, investment management, and monitoring. In 2016, Rachel became a Financial Advisor working with clients one on one to help them reach their financial goals. Rachel works closely with families to establish plans that can be started today to help meet future goals and she strives to consistently provide a high level service in addition to identifying and understanding each of our client's unique needs and financial objectives.
Rachel graduated magna cum laude from Concordia University with a Bachelor’s degree in business management. She holds Series 7 and 66 licenses as well as life, accident and health insurance.
Rachel is a lifelong resident of Milwaukee along with her husband Scott. As they become empty nesters with both children off to college, they look forward to spending more time outdoors and getting involved in the community.