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"This is a quote from a Coyle Leader. These can appear randomly from a few select quotes."
Rachelle has been an integral part of Gary Klaben's team at Coyle since 2016, serving as the Service Advisor. She holds the Certified Financial Planner™ (CFP®) designation, reflecting her commitment to providing comprehensive and client-focused financial guidance. Rachelle's passion lies in offering support and alleviating stress for individuals, especially during emotionally challenging times.
With dual BA degrees in Economics and Psychology from Wheaton College, Rachelle developed a keen interest in the emotional aspects of financial decision-making. This unique combination of skills and her experience as an associate in a financial services company drew her to join Coyle Financial, where she continues to serve clients with care and empathy.
Outside of work, Rachelle enjoys the outdoors, spending quality time with loved ones, and staying physically active. She is also an avid reader who often delights in a good book by the beach.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.
