Rachel HallASSOCIATE, BUSINESS OPERATIONS MANAGER
Rachel brings a strong focus on service excellence, and organizational skills, and a positive perspective/energy to the team. She has worked in the financial and banking industry for over 15 years. She provides oversight for the Rockford office, coordinates workflow and is the communication liaison with corporate departments. Rachel also plays a key role making sure our client investment plans are implemented and managed in line with each client’s custom Financial Life Plan. She also works closely with our non-profit clients producing their financial and performance reports each quarter.
Rachel is Rockford born and raised, and part of the Rock Valley College alumni. She currently resides in Machesney Park with her husband, Andrew, and two children, Zach and Katie.
Branch: 6876 Spring Creek Road, Rockford, IL 61114, (877) 875-1050