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Routing #: 307070005

Rachel Marshall

Financial Advisor

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Rachel!

Office (719) 550-6056

Contact Rachel

  • 23
    YEARS IN CUSTOMER SERVICE
  • 21
    YEARS IN FINANCIAL SERVICES
  • 39
    YEARS IN COLORADO
The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one. ― Mark Twain
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Education

Chadron State College, MBA

Colorado State University, BS in Business Administration

Areas

Colorado Springs, Pueblo, Rye, Cañon City

Service Centers

Fountain Service Center Jet Wing Service Center Cañon City Service Center Pueblo Main Service Center Pueblo West Service Center Rye Service Center

Interests
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Get to know Rachel

Rachel was born to a military family and has lived in Colorado for most of her life. Rachel is curious by nature and enjoys getting to know her members by taking the time to understand their situation and goals. She aims to listen, educate, and understand each member’s needs while creating a plan with them to build wealth, mitigate risk and reach their financial goals.

Rachel loves to read books of all genres, travel, and spend time with her family.