Rachel McLaughlin

Rachel is dedicated to helping clients navigate their financial futures with confidence and clarity. She brings extensive experience in client service, meeting preparation, distribution requests, account maintenance, document processing, compliance support and client communications. With a keen eye for efficiency and a talent for marketing initiatives, Rachel excels at ensuring seamless collaboration between clients and their Greenleaf Trust team. A Valparaiso University graduate, she is currently pursuing certification to become a Certified Trust and Fiduciary Advisor (CTFA).