After spending the last 11 years focusing on investments, insurance and group benefits independently of one another, Rachel brought all of her experience under one roof with Horizon Financial Group and launched the new Simplifynance service, which is a new twist on traditional financial planning for the next generation. She collaborates with clients to build and monitor custom financial plans tailored to a specific life stage, what she likes to call "elder millennial." She believes that great financial planning involves starting early, staying organized and keep the conversation light and fun!
When she is not working with individual clients, Rachel can be found either blogging, recording videos and podcasts, or sharing stories and knowledge to the online Simplifynance community. She is passionate about spreading the importance of next gen planning and loves doing so on stage to audiences of all types in both her local community and among advisors across the country.
Her future goals for Simplifynance are to bring its value to employers who believe in the importance of employee financial well-being. She is also actively working on growing her Simplifynance team by partnering with other like-minded next gen focused advisors.
Rachel graduated in Business with an Entrepreneurship concentration from Louisiana State University in 2007 and resides in Baton Rouge, LA with her husband Matthew Stewart. They have two energetic little boys under the age of 3. Her family enjoys being part of the local running community and spending their evenings outdoors visiting with neighbors and friends.