Rachael Wolfe

Rachael Wolfe

Operations Manager

Rachael joined the CFG Wealth Management team in May 2016 and is currently working as the operations manager. Rachael works closely with our new and existing clients, as well as working with 401(k) plans. She helps to process client requests and maintain the efficiency of the office, as well as other HR-related duties. Prior to working at CFG, Rachael worked in the banking industry for more than four years. She has been able to combine her knowledge and experience to pursue her aspirations of helping others achieve financial security.

Rachael is a Portland native as well as an alum of Portland State University, where she earned her BS in sociology, minoring in business administration. Rachael spends most of her time with her husband and their two boys. Rachael and her family enjoy spending time at the local lakes, the Oregon Coast, exploring hikes in the Gorge, and traveling to Arizona to enjoy the nice weather.