Rachel Warden

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“The pessimist sees difficulty in every opportunity. The optimist sees the opportunity in every difficulty.”     –  Winston Churchill

Rachel Warden

Senior Investment Analyst

Rachel Warden serves the PlanPILOT team as an Investment Analyst, assisting in several aspects of the investment oversight process.

Rachel graduated Summa Cum Laude from the University of Tampa with a Bachelor of Science in Economics. As an individual dedicated to service, Rachel served as a volunteer peer tutor throughout her undergraduate experience and hopes to bring her passion for educating others to a career in retirement planning. Recently, Rachel graduated Summa Cum Laude with highest honors from Loyola University Chicago with a Master of Science in Finance.

Outside of work, Rachel enjoys playing tennis, exploring the Chicago area, and spending time with her dogs.