Rachel Bruce believes financial health contributes to personal wellbeing. It’s a principle she’s embraced after experiencing the results of the good financial management practices of her family’s farm as she grew up. From an early age, she’s understood that a peaceful life and sound finances go hand-in-hand.
As wealth advisor, Rachel uses those same instilled values as a basis to help others achieve their financial goals. Rachel embraces trust, collaboration, and communication in the financial planning process, and she is especially passionate about working with clients to establish legacy plans that can thrive across generations.
“I have a heart of empathy that helps in serving our clients by listening to their goals, really hearing them in a way that will give me insights to work with our team to build a plan that helps them achieve that goal. I get a lot of joy out of seeing clients achieve their success.”
A Kansas State University alumna, Rachel stays active in continuing education to be remain aware of changing legislation to keep clients prepared for their future, guiding them through the wealth planning process.
In her spare time, Rachel enjoys country music, especially attending live concerts with her husband, Lane, and spending time with her young family. She also loves reading and cooking.
Rachel has been recognized for her leadership and business efforts by the Wichita Business Journal as a 2022 Career Women participant and a 2023 Women Who Lead in Professional Services award recipient.