Rachel Steward


Rachel Steward


As a paraplanner, Rachel is responsible for scheduling and calendar management, document retrieval, meeting preparation, and assisting advisors.

“I love being helpful,” Rachel said. “I believe assisting people in preparing for their retirement and legacy is important. It brings me such joy to be a trusted helping hand so they can enjoy the retirement they’ve worked so hard for.”

Rachel admires the character of Leslie Knope from the TV show Parks & Rec. “She’s strong and unwavering, generous and kind,” she said. “Chaotically organized. An incredible friend.”

Rachel is a resident of San Marcos, Texas, where she lives with her cats, Harry and Newt. Outside of the office, she enjoys hiking, board games, crocheting and crafting, and spending time with loved ones.