Helping you live your best life.

My expert team and I will provide a comprehensive financial plan tailored to your personal wants and needs through a consistent relationship over your lifetime. As an experienced and established Financial Advisor, it is my personal mission to improve your financial future and impact your life for the better.

We will address all planning concerns with the highest rated insurance and investment solutions. Whether you are concerned about personal planning, business planning, estate planning, risk management, or wealth accumulation; my team and I have the resources to identify and accommodate your needs while providing peace of mind to your everyday life.

–Rachael West

Close up of Mother and Daughter on Daughter's graduation day

Planning Process

As a team, we work with client’s on a needs based planning approach. Our first step, is with an initial meeting where we get to know who you are, listen to your goals and values, and ask you questions that pertain to your specific situation. Going into our second meeting, we take an educational approach where we build you a customized plan with comprehensive solutions and recommendations while explaining why we believe this plan is the best for your individualized needs. The third meeting brings the plan to life with action steps. Our roadmap going forward, is not a transactional process but a continual working relationship. We will continue to meet with you and review you plan to assure you are on track for your goals and what you envision for the future.

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Business Planning

From a business stand point, we meet with business owners to address their Exit/Succession Planning, Buy-Sell Strategies, Valuation, Defensive Planning Structure, as well as their Employee Retention Programs. Our team customizes a tailored plan based on your business goals, structure, and specific challenges. We will help you prepare for the future while continually growing your business.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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