Rachael Nickelsen, MBA, AWMA®

Rachael Nickelsen, MBA, AWMA®

Senior Client Advisor

Specialties: Insurance and Long Term Care, College Savings Plans

Let us help you get to and through retirement!


Rachael grew up in Lake Geneva, Wisc., and lives now in Elkhorn with her husband, Matt, and five stepchildren whom she adores (and who adore her!).


Rachael earned her MBA from Aurora University after earning an undergraduate in Elementary Education and Biblical Studies from Emmaus Bible College. She has been a registered Account Executive at FORM Wealth since 2012.


Rachael enjoys boating, the beach and the summertime in southern Wisconsin. Other activities she enjoys are traveling, photography, reading, and spending time with family and friends.


Rachael partners with the financial advisors to help listen, understand and enhance the client experience. Helping others achieve their hopes and dreams is what fuels Rachael’s passion to make a difference.