“Everyone I’ve encountered on the team is so genuine and kind. It is refreshing to work at a company that so highly values both its clients and employees while operating out of a true space of authenticity and integrity.”
Rachel’s Story
As a Tax and Client Service Associate at Truepoint, Rachel bridges the operational and administrative needs of both the tax and advisory teams. In this hybrid role, she supports both teams through a range of responsibilities, including onboarding new clients, managing account setups, cashiering, account maintenance, and charitable gifting.
Rachel loves spending time with friends, exploring local coffee shops and restaurants, hiking, and traveling to experience different cultures and historical sites. She also enjoys reading, cooking, baking, puzzling, and engaging in creative pursuits.