Rachel K Wolf
Trust Tax and Financial Planning Officer
Rachel offers Legacy clients over 17 years of experience in
fiduciary income tax preparation and estate and trust settlement.
Rachel majored in Economics and Politics/Government at Ripon
College, and earned a law degree from Valparaiso University School
of Law. She attributes the success in her career to the many
mentors who have shared their experiences and knowledge, and
emphasized the importance of exemplary client service.
With two young and active children, ages 13 and 11, Rachel and
her husband Randy's social lives often revolve around multiple
sports throughout the year. When not chauffeuring the kids to
practices and sporting events, Rachel enjoys spending time with
friends and family, playing board games, camping and reading. A
competitive athlete in college, Rachel played both basketball and
softball at Ripon. These days, she still enjoys playing a
competitive game of "h-o-r-s-e" or catch in the backyard with her
Rachel volunteers at church and supports her kids' school and
sporting teams by serving on the PTO and softball team boards. In
addition to preparing financial plans for prospective and existing
clients, Rachel brings an unwavering dedication to client service,
including a willingness to engage in tireless research to find the
right answers to our clients' needs. Her experience and diligence
combined with an enthusiasm to help clients reach their goals are
valuable assets to the Legacy team.
You can contact Rachel at 920.967.50156 or email@example.com.