Rachael A. Finnegan FPQP®

Client Relations Manager
  • Rachael was born and raised in Eldridge.
  • She went to college at the University of Northern Iowa where she graduated with a Bachelor of Arts Degree in Business Administration and Marketing. 
  • Rachael is very close to her family and friends, many weekends they spend traveling to explore somewhere new together. 
  • Rachael and her boyfriend, Keith, are heavily involved in recreational activities such as bowling, volleyball, baseball, and golf. 
  • Rachael has a background in the banking industry where she worked for a credit union for over five years.
  • Rachael received her Financial Paraplanner Qualified Professional™, FPQP® designation through the College for Financial Planning. 



Golden Doodle named Jax

Walking partner and always excited for a pup cup!

Date Night


Anywhere with steak tacos, chips & queso, and a margarita.




Grab my passport, hop on a plane to an island with a sunny beach! 


TV show

The Rookie

My most recent binge. Love all the action and drama!


Live Music Enthusiast

Any type of music, anywhere, always puts me in a good mood!



Cooking and Baking

I love to cook and bake in my free time. Something about a warm hot meal makes happy people and good memories.

*Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning, and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.