Rachel Wheat, CFP®

Personal Financial Counselor 

Rachel has been with Vermillion since 2023. She is responsible for account maintenance, assisting advisors with developing financial plans and strategies, along with helping clients with their financial needs. Rachel decided to become a CFP® professional due to her motivation to help others achieve financial stability and responsibility.

Rachel graduated from the University of Illinois Urbana-Champaign and is also attending Loyola University Chicago School of Law in pursuit of the Juris Doctorate Degree.

Outside of work, Rachel enjoys exploring new hiking trails with her dog, Luna, spending quality time with family, and connecting with friends.

Education & Designations 

  • Northwestern University  
  • Certificate in Financial Planning  
  • University of Illinois Urbana-Champaign  
  • Bachelor of Arts in Liberal Arts & Sciences Major in Political Science with a Concentration in Law & Power