Rachael J. Holcomb is a Wealth Management Advisor specializing in Retirement Plans. She joined Head Investment Partners in January of 2020 and has over 10 years of experience in the Financial Services Industry. Her passion resides in helping clients manage all aspects of their retirement plans to ensure plan sponsors meet their fiduciary duties and provide an effective savings vehicle for their employees.As a Retirement Plan Specialist, Rachael delivers a very comprehensive array of services to her clients including consulting on plan design and compliance, plan sponsor fiduciary training, inclusive RFP’s, plan reviews and fee bench marking, functioning relationships with record keepers and third party administrators,and strategic participant education. She is a fiduciary under Section 3(21) and acknowledges her fiduciary status in writing.
Originally from Boston, Massachusetts Rachael and her family moved from Memphis to Knoxville,Tennessee in 2015. She and her husband Mike have four children, a great dane named Eeyore, and three cats. You can mostly find them on the lake fishing, camping in the mountains, or at their children’s sports events.
Rachael holds a series 65 registration.