Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Rachel Shoemaker

Rachel Shoemaker

Client Relations Specialist

Rachel Shoemaker joined the Summit Planning Group team in January 2014.  She is originally from Oshkosh, graduated from Oshkosh West High School and is currently living in Suamico.  Rachel comes to Summit Planning Group with work experience in the trucking and debt collections industries.

Rachel attended Fox Valley Technical College where she received a Medical Administrative Professional degree. She also attended the University of Oshkosh and took courses pertaining to social work.

Rachel is a Client Service Specialist and is responsible for opening new client accounts, transfer of investments into the new accounts, client inquires and monitoring of daily activities.  Rachel is an integral part of the team at Summit Planning Group.

In her spare time, Rachel enjoys spending time with family and friends, taking her dog Emma for walks, as well as reading, hiking and white water rafting.  She has a true passion for all animals and will rescue any animal in need.

Phone 920-884-9000
Fax 920-884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck