Rachel Tolbert Client Service Associate
B.A., Business w/Marketing Concentration, Trinity University
Optimism to me is a way of life. It is a choice you make every day to get up and see the best in every situation and every person you meet. Although it often may be the harder option, it is always the most worthwhile.
What excites you about the future?
The uncertainty is what thrills me. In my career, I have grown in ways I have never thought possible, had opportunities I thought I would never have, and experiences I never dreamed of. The idea that my hard work, positivity, and dedication can pay off in ways I can’t foresee is what makes each day exciting.
What do you love about what you do?
Finances play a crucial role in our lives, yet it can often feel complicated and overwhelming to understand. I love that my position allows me to aid others in navigating some of these challenges Seeing clients empowered and in control of their hopes and dreams is a feeling like no other, and I am thankful for my small part in helping them build a future full of possibilities and peace of mind.
What would people be surprised to learn about you?
I consider myself a restless person. Whenever I have free time, I channel my restlessness into acquiring new skills. Currently, I am learning American Sign Language.
When you’re not working, I’ll find you…
Spending quality time with family and friends, trying out new restaurants and events, or picking up a new hobby.
What’s your personal motto or tagline?
My personal motto is very straightforward: Function. This is often easier said than done. However, even when life throws unexpected challenges your way, the best you can do is ensure what needs to get done gets done.