Rachel Tarraf
Client Experience Administrator
Industry Related Accreditations:
Financial Paraplanner Qualified Professional™, Notary Public
Educational Experience:
Bachelor of Arts – Southern New Hampshire University
Financial Paraplanner Qualified Professional – College for Financial Planning
About Rachel
Rachel assists the financial advisors by ensuring a positive client experience within every aspect of the firm. As the firm’s paraprofessional, she creates client check-in content and deliverables. Additionally, she maintains and integrates new technology for client and financial professional use at the firm. She greatly enjoys being a member of the financial planning team.
She’s an avid beekeeper and gardener. She loves her tiny home, her two rescued dogs, – Wilbur and Annabel, and reading books. Rachel recently graduated with summa cum laude honors and is a member of the National Society of Leadership and Success.
Fun Facts
If you were a fictional character, who would you be?
Felicity “Flick” Clairet from Jackdaws written by Ken Follett
Favorite work-related movie?
The Shawshank Redemption – tax advice, anyone?
What's on your office desk that represents your personality?
Rubik’s Cube
Three items on a deserted island – what are they?
Espresso machine, sunblock, and books
Summer Office Hours
Hours will switch Oct 4th
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite, 204, Rockford, IL 61107