Registered Sales Assistant
Rachel started working with Kechely Wealth Management in January 2016 as a part-time receptionist until she graduated from UNL in December of 2017. She graduated from the University with degrees in Finance and Marketing as well as a Certificate in Sales Excellence. She has been working as an assistant since January 2018 and is enjoying her full-time role. Rachel’s duties include helping Chastity & Rhonda prep for appointments, scheduling appointments, and customer service. She is always here to answer any questions you have.
In the spring of 2018, Rachel obtained her Life and Health Insurance License. She then spent the summer preparing and, in the fall of 2018, passed both her Series 7 and Series 66 licenses. She is also continuing her education by studying to obtain her Certified Financial Planner (CFP) designation. Rachel’s goal is to grow and learn beside her dad to be a successful financial advisor who can help clients obtain financial security in every stage of their life.
During her time away from the office, Rachel spends most of her time with her dog, Maisie. Whether it’s walks through the neighborhood, play dates at her sister’s house or running out on the farm, you can find Maisie glued to her side. Rachel also enjoys anything outdoors including hunting, fishing, and fall evenings by the bonfire. Her other hobbies include reading, baking, and binge-watching the latest Netflix series.