As an Investment Assistant, Rachel works with our internal and external team of professionals to provide customer account maintenance and operational support. She also works as a liaison between clients and advisors to ensure clients’ needs are addressed fully and promptly. Rachel enjoys the customer focus that Midwest Heritage offers and is proud to be part of the Midwest Heritage and Hy-Vee family.
3580 EP True Parkway, Suite 100
West Des Moines, IA 50265
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Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial planning and advisory services offered through Securities America Advisors, Inc. Midwest Heritage Financial Services and the Securities America companies are independent entities. * Not FDIC Insured * May Lose Value * No Bank Guarantee * Not a Deposit * Not Insured by any Government Agency