Wealth Management Associate
Email Rachel Peterson
Phone: (763) 201-1025
Education:
- University of Wisconsin – Madison
B.S. Personal Finance – Financial Planning
Paradigm
As Wealth Management Associate, I’m thrilled to join a team that’s committed to supporting clients through every stage of life. I’m looking forward to building meaningful relationships and helping clients achieve financial peace of mind. I aim to bring a positive and energetic presence to the team, accompanied by a deep desire to make a lasting impact through my work, both for our clients and our team.
Before joining Paradigm, I interned at a wealth management firm where I gained hands-on experience in client advisory services. This role sharpened my skills in financial analysis, reporting, communication, strategic thinking, and team collaboration–skills I’m eager to put into practice at Paradigm.
A little more about Rachel
I grew up in St. Louis, Missouri, and made my way north to attend the University of Wisconsin-Madison (Go Badgers!). I continued moving north, settling down in Minneapolis. You may think that means I love the cold, but honestly, it depends on whether I must be outside or not!
Outside the office, I enjoy running, traveling, spending time with friends and family, and watching sports. I’m also excited to explore the many lakes Minnesota has to offer (I’ve heard there are quite a few). And while I’ve crossed into Vikings territory, I still proudly wear my green and gold on Sundays. I’m hoping to catch a Packer-Vikings game in person one day – just maybe not in full gear.