Rachel Matheson*
Financial Advisor
I’m a licensed Financial Advisor who helps individuals, families, and business owners build and protect their wealth through personalized investment, retirement, estate, and tax-planning strategies.
I’m especially passionate about helping women navigate major life transitions with financial confidence. Whether that’s divorce, widowhood, a career change, retirement, growing a family, or entering a new chapter. I work with women business owners and professional women who are building careers, growing businesses, and planning for the future.
I believe financial planning should feel personal and straightforward. Every client has different goals, and I take the time to understand what matters most to you so that we can create a plan that fits your actual life and timeline.
I’ve launched a monthly seminar series for women, creating an approachable safe space to talk about money, building wealth, and the financial decisions that come with life's biggest transitions. I’m also part of a team that hosts educational retirement planning workshops using the True Course Retirement System.
These workshops focus on retirement income planning, investment management, tax strategy, estate and legacy building.
Outside of work, I’m a wife and mom of two, so I understand firsthand how busy life can get. When I’m not at my kids’ baseball games or cheer competitions, I love reading, cooking, staying active, and training our two German Shepherd service dogs.
I genuinely love what I do, and look forward to my client meetings. There’s nothing more rewarding than helping someone feel confident about their financial future.
