Rachel Goodrich

Rachel Goodrich, Client Service Associate, began her career in 2025 when she joined the firm. 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.