Rachel Wolf 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 active teenagers, Rachel and her husband’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 children.
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.
Assisting Rachel with tax and other financial activities is Kelly J. O’Shea, Tax and Finance Support Services Coordinator. She holds a Bachelors of Business Administration in Human Resources from the University of Wisconsin-Oshkosh and has over 20 years of administrative experience in various industries including executive recruiting, insurance, financial planning and tax preparation. Prior to joining Legacy Private Trust Company she was with a law firm working in the area of Trust and Estate Administration. Kelly has an affinity for organization and a high level of efficiency in her service approach with clients. Kelly can be reached via phone at 920.967.5053.