Rachel Meyer brings over 25 years of experience in the financial industry, with over a decade dedicated to her role at BFG. She specializes in providing comprehensive financial planning, helping clients navigate the complexities of retirement planning and beyond. Rachel takes a personalized approach, getting to know her clients on a deeper level to understand what truly matters to them. This insight drives how she shapes their financial strategies, ensuring that every plan is aligned with their personal goals and values.

Rachel’s commitment to her clients goes beyond the initial planning stages. She regularly reviews financial plans, evaluates portfolio allocations, and meets with clients, offering a straightforward approach to financial planning that emphasizes honesty and transparency. Rachel is dedicated to looking out for her clients’ best interests, providing them with the clear, candid advice they need to make informed decisions.

Rachel’s professional journey includes experience in office administration, trading, planning assistance, and tax advising. She holds a bachelor’s degree in finance, which has provided her a solid foundation and knowledge of the financial industry.

On a personal note, Rachel and her husband are now empty nesters. In her free time, you’ll find Rachel spending time with friends and family, outdoors in the summer at the cabin, or playing volleyball on a recreational co-ed team.