Principal – Financial Advisor
"With change comes new beginnings. It’s the ability to see the good things waiting on the other side."
Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions.
She credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.
Rachel volunteers with the Minnesota Chapter of the Financial Planning Association serving on the Symposium committee. She’s also a member of Backing the Blue Line, a police wives organization supporting law enforcement families in Minnesota.
Rachel is originally a native of Texas, but has called Minnesota home for many years. Rachel currently lives in Victoria with her husband and toddler twins. She loves to travel, camp, hike and spend time outdoors as much as the Minnesota weather allows.
Financial Planning Association (FPA)
Minnesota Chapter of the Financial Planning Association
National Association of Personal Financial Advisors (NAPFA)
Certified Financial Planner™ professional
Chartered SRI Counselor™
Rachel began college pursuing a degree in Finance with aspirations of becoming a financial analyst in the corporate world. After just one course in personal finance that all changed. She knew her passion for helping people and Financial Planning were a perfect fit.
Prior to joining Birchwood, Rachel worked for a family owned financial planning firm for over ten years, including roles such as Financial Advisor and more recently Chief Compliance Officer.
Concordia University, B.B.A. in Finance