Rachel joined Baird as a Client Essentials Associate. She spent time on the Client Resource Team and supported a wealth advisory team in the North Shore Baird branch before transitioning to her current Client Specialist role with the team.
Rachel graduated from Iowa State University with a double major in Marketing and Management Information Systems, and a minor in Psychology. Since then, she has completed the SIE, Series 7 and Series 66. Outside of work, Rachel enjoys running, skiing, and reading.
Why Baird?
Rachel is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.