Rachel Kleven, FPQP(R)
Operations Manager/Marketing Specialist
Rachel has been in the Financial Services Industry since 2006 and in Customer Service Management for over 20 years. She is currently a Financial Paraplanner Qualified Professional™ with Lake Ridge Financial.
Rachel is dedicated to providing exceptional service to our clients. She takes pride in making sure each clients goals are her top priority. She cultivates and strengthens third party relationships with other reputable businesses making Lake Ridge Financial a well-rounded practice offering a wide variety of services. Rachel oversees the daily operations of the Financial Service department and is responsible for the departments marketing efforts.
Rachel received the 2011 SII Investments Administrative Professional of the Year Award, was a SHARE Council member, sits on many boards and is extremely active in her community! She works primarily out of the Evansville, WI office which is where she and her family currently reside.