Rachel Engle Dick

About Rachel Engle Dick

I did not grow up with an affinity for finance. My story is not your typical next-generation one - that having a financial planner in the family \"sparked\" a love of investing and economics in me from a young age.(Maybe that is because it has never really been about investing to him and his partners). I\'m where I am today, simply because my Dad asked me to consider it. As I considered, I asked others why they do what they do and watched them beam as they described how rewarding their relationships are. I heard phrases like \"I get misty-eyed\" and \"pinch me\"- and now, I get it. I\'ve seen people move from daily anxiousness around money to clarity, confidence, and peace. Our conversations have shifted from fears about the market to kids, house projects, their next vacation. Sometimes, the clients leave or the call ends and I do a literal karate kick of joy. Often I hear people say,\"I don\'t know anything about this stuff\" or \"I\'m bad at this.\" Many of us have this sinking feeling that we are missing something we should be doing with our finances. And I get to reassure them that they don\'t have to know everything, that we can work through it together one step at a time. It is like a puzzle with hundreds of different ways it could come together, depending on their values and priorities - and I have a deep love for strategy. From weddings to newborns, career shifts to loss - we have the privilege of supporting people through some of the most significant and emotional moments in their lives. So my \"why\"? It\'s not that I live for the acronyms and jargon - it\'s that I\'m passionate about helping people make intentional financial choices that reflect their values and goals so that they can feel confident in their plan and focus on growing their careers and families. Curious about what it would look like to team up? Shoot me a message to schedule a complimentary call or paste this into your browser for my scheduling tool - https://go.oncehub.com/SchedulewithRachelOr feel free to join my virtual \'Ask Anything\' sessions -

Experience

1. Lpl Financial Planner

   Growtrust Partners

   Dec 2020 — Present · Grand Rapids, MI, US

   The financial consultants with Growtrust Partners are registered representatives with, and securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. For Hyperlinks to FINRA and SIPC, please refer to \'See Contact Info\' above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial consultants with Growtrust Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Kansas State University

  Master of Science - MS, Personal Financial Planning & Graduate Certificate in Financial Therapy

• University of Wisconsin-Madison

  Bachelor’s Degree, Communication Arts & Religious Studies

Skills

• Microsoft Office
• Community Outreach
• Teaching
• Time Management
• Public Speaking
• Complaint Management
• Leadership
• Written Communication
• Creative Problem Solving
• Fundraising
• Organization Skills
• Skilled Multi-Tasker
• Youth Ministry
• Social Media
• Volunteer Management
• Event Planning
• Youth Development
• Nonprofits