Planning should feel thoughtful and human, not transactional. I help individuals, families, and business owners make confident decisions for the future.
I earned a Doctor of Business Administration with a concentration in global operations and supply chain management and have built more than 15 years of experience in leadership, consulting, operations, and strategic planning. I serve North Texas and the Dallas Fort Worth metroplex, extending to nearby communities when needs and networks call for it. My approach is patient and educational. I listen first, explain options clearly, and never rush decisions.
I give back through Book Angel and serve on nonprofit boards that support literacy, civic engagement, and creative industries. I enjoy time with family, creative pursuits in music and fashion, and the grounded perspective from our family farm.
Let us talk about your goals and create a plan that brings clarity, confidence, and long-term peace of mind.
Financial RepresentativeRachael Davis
Planning should feel thoughtful and human, not transactional. I help individuals, families, and business owners make confident decisions for the future.
I earned a Doctor of Business Administration with a concentration in global operations and supply chain management and have built more than 15 years of experience in leadership, consulting, operations, and strategic planning. I serve North Texas and the Dallas Fort Worth metroplex, extending to nearby communities when needs and networks call for it. My approach is patient and educational. I listen first, explain options clearly, and never rush decisions.
I give back through Book Angel and serve on nonprofit boards that support literacy, civic engagement, and creative industries. I enjoy time with family, creative pursuits in music and fashion, and the grounded perspective from our family farm.
Let us talk about your goals and create a plan that brings clarity, confidence, and long-term peace of mind.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
