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Vice President, Relationship Manager, Registered Representative

Bio

Rachele Wolf, Vice President, Retirement Plan Consulting, is a dedicated retirement plan navigator that has accumulated over 24 years of knowledge in the financial services industry. She collaborates with employers to develop a competitive retirement plan to attract and retain top talent, so they can focus on their core business. Further, she provides advisory consulting services on retirement savings and financial wellness. Doing so engages employees to make more informed financial decisions resulting in a more secure financial future for themselves and their loved ones.

Areas of Expertise

Employee Engagement
Fiduciary Support
Plan Design
Investments

Community

  • Ronald McDonald House – Project Coordinator
  • Boys & Girls Club of Greater Cincinnati – Past Board Member
  • Rotary Club of Covington Northern Kentucky Chamber Ambassador and B.E.S.T Partner
  • Corporate Olympics Team Captain

Rachele Wolf, CPFA

Favorite HORAN Fundamental
Do The Right Thing, Always