Rachel A. Mortensen, CTFA
Senior Estate Settlement Associate - Team Lead
Rachel is responsible for day to day servicing of estate and trust account needs, and driving efforts related to asset collection and valuation. Rachel has worked in account administration for almost 10 years with a focus on estate settlement for the last 5 years. Rachel earned her bachelor’s in business administration from Western Michigan University in Kalamazoo. She is also a Certified Trust and Fiduciary Advisor.