Rachel Dietz

Rachel joined our team in November of 2022 and provides support to Roger and his clients.  Rachel has extensive Administrative Management skills and a passion to create a professional, friendly, and efficient client experience, ensuring overall client satisfaction. 

Rachel and her husband Justin have two daughters, Rose and Jordyn, a dog Luke, and two turtles. Her daughters dance competitively so much of the family’s free time is spent driving to and from dance.  She enjoys taking weekend trips to Wisconsin and cooking dinner for her family.

Rachel provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.