Rachelle Rodman

Service Advisor, CFP

Rachelle Rodman

Rachelle has been part of Gary Klaben's team at Coyle since 2016, serving as the Service Advisor. Her passion lies in providing support and alleviating stress for individuals, particularly during emotionally challenging times. With a background in both Economics and Psychology, obtained through her BA degrees from Wheaton College, Rachelle developed a profound interest in the emotional aspects surrounding finances. It was this unique blend of expertise that drew her to join Coyle Financial. Rachelle also brings her valuable experience as an associate in a financial services company, where she worked closely with clients, further enriching her ability to serve clients with care and empathy.

Rachelle loves the outdoors, quality time with loved ones, and staying physically active. She is an avid reader, often enjoying books at the beach.

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A Comprehensive Guide To Safeguarding Your Financial and Family Wealth.

Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.

This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.

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