Rachel Kalfus

Rachel Kalfus

Senior Plan Administrator

Rachel is responsible for new business installation, including the preparation of plan documents. She works closely with Jim, new clients, and financial advisors to ensure that all clients enjoy a seamless transition.

Prior to joining the firm, Rachel worked as an Account Manager for six years, with a particular focus on non-qualified plans. Rachel has also held various positions in trust operations and annuity administration.

Rachel is a graduate of the University of Arizona and resides in the San Fernando Valley with her husband.

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