Rachel Todd

Rachel joined GenWealth in 2019 as a Client Service Specialist, bringing with her a background in banking and a passion for helping people feel confident about their finances. In that role, she developed a strong foundation in the operational side of financial planning — handling complex cases, coordinating paperwork, and supporting advisors in building and executing financial strategies.

Over time, Rachel realized that her favorite part of the job wasn’t just the behind-the-scenes problem-solving — it was the chance to build relationships with clients. That desire to do more and serve on a deeper level led her to pursue her licenses and become a financial advisor.

Rachel’s passion for planning is deeply personal. Growing up, she experienced firsthand the challenges families face when there’s no financial plan in place — both during difficult times and everyday life. That experience drives her to ensure every client has a clear, personalized path forward, so their loved ones are taken care of and so that they have a plan for their future.

Known for her sharp attention to detail and deep operational knowledge, Rachel brings both heart and precision to her work. She values trust, transparency, and treating each client like family. Her goal? To take financial stress off the table, so her clients can focus on what matters most in life.

Rachel holds her Series 7 and Series 66 licenses, as well as life and health insurance certifications. Outside the office, Rachel enjoys reading, spending time with her husband John, and their son Maverick. Whether she’s helping a client navigate retirement or plan for the future, she’s committed to being a steady and trusted presence every step of the way.

AR INS License # 19079042

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