Get to know Rachel Jesen

Rachel Jesen

Paraplanner

Rachel graduated from Bradley University in 2019 with a Bachelor of Science degree in Marketing and a Minor in Management and Leadership.  We are excited to have her join the Wheelhouse Team! She has a passion for constructing financial plans and tracking the next steps in the planning process for clients.

In her free time, Rachel enjoys baking, playing volleyball, and going on hiking and camping adventures with her boyfriend, Casey, and dog, Captain. Rachel also loves to spend time with her family, especially her 3-year-old nephew, Tyler.

Email: racheljesen@wheelhouseretirement.com