• Services
  • Accounting
  • Advisory
  • Financial
  • M&A
  • Talent
  • Tech
  • Accounting Services
  • Advisory Services
  • Financial Services
  • M&A Services
  • Talent Services
  • Tech Services
Business Insights
BLOG
Explore Topics

Get the latest news and insights on relevant topics that matter most to you.

Webinars & Events
Events
Register Today

Register for an upcoming event or access our library of on-demand recordings.

Market Updates
COMMENTARY
Stay Informed

Catch up on market moves with our weekly update, featuring in-depth insights and analysis.

Resources
EBOOKS & GUIDES
Download Now

Take a deep dive into challenging business topics with these free educational resources. 

  • News & Insights
  • About
About

Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

  • Contact

Log in to your relevant client portal to access your account, upload documents, or make a payment.

Goodrich, Rachel_Color Large
  • Positivity, Woo, Communication, Maximizer, Futuristic

Rachel Goodrich

Client Service Associate

Rachel Goodrich, Client Service Associate, began her career in 2025 when she joined Lutz Financial. With a background in client-facing services, she supports both clients and financial advisors, ensuring day-to-day operations run smoothly and efficiently. 

Focused on providing a seamless client experience, Rachel values being a reliable resource for both clients and advisors. Her role centers on handling account updates, preparing reports, and maintaining accurate records while keeping compliance at the forefront. She enjoys building relationships, answering questions, and helping clients feel confident in their financial journey. 

 

Rachel lives in Omaha, NE, with her husband Tim, their two children, Georgie and Griffin, and their dog Bear. Outside of work, you can find her cheering on the Huskers and Kansas City Chiefs, playing golf, and trying new restaurants around town. Most of all, she loves spending time with her young family and staying connected with friends. 

Website Icons_General_Lightbulb
Areas of Focus
  • Client Relationship & Account Management 
  • System Reports & Compilation 
  • Advisor Support 
  • Compliance Process Assistance 
Website Icons_General_Business Building
Educational Background
  • BA in Applied Psychology and Human Services, College of Saint Mary, Omaha, NE 
form-img

Contact
Rachel Goodrich