An aerial view of Fairhope, Alabama.

Meet Rachel Johnson

client services

“I fell in love with southern Alabama on vacation, and decided to move here after needing a break from the cold of Wisconsin!”


  • Graduate, Northeast Wisconsin Technical College – 1998
  • Kaplan Financial Education, Financial Paraplanner Qualified Professional(SM), FPQP(R) 2022

Rachel hails from Green Bay, Wisconsin, joining our team with four years of experience from a wealth management firm in her hometown. She is responsible for client relations and assisting in the firm’s operations.

Rachel is a natural nurturer, foodie, and loves animals. From Marrakech to Dublin and Rome to Madrid, Rachel enjoys traveling around the world. She also enjoys swimming, biking, and hiking. Rachel has a grown son who lives in Wisconsin. 

Maximize Your Financial Potential


Learn more about our holistic approach to helping you achieve financial success in areas such as retirement, investments, taxes, estate planning, and more.

Wealth Management Services

Explore our common sense investment management process, which aims to reduce investment risk while maximizing the potential in your investment portfolio.