Rachel Longwell, CPFA™
Retirement Plan Associate
Department: Company Retirement Plan Team
Education: Associate of Liberal Arts from Monroe Community College; Currently pursuing a Bachelor of Business Administration degree with a focus on Financial Planning from Liberty University
Rachel prepares meeting materials and manages to-do list items for Modern Wealth’s Company retirement plan team. She assists our retirement plan advisors in managing existing business relationships and completing Salesforce tasks and maintenance. Additionally, Rachel maintains documents in client fiduciary files and navigates through various recordkeeping websites to access reports and download documents.
After beginning her career in property management, Rachel decided to make a career change to the 401(k) industry in 2021. She started her time at Paychex in the new case implementation space, assisting clients who had never held a 401(k) with getting their plan up and running. Rachel then moved to the conversions side of the team, helping clients transfer from their prior recordkeeper over to Paychex. Then she took a role as team lead for Paychex’s client service center, helping develop individuals, lead projects through partnerships with other departments and act as a subject matter expert for 401(k) knowledge.
Rachel transitioned to Modern Wealth Management in 2025 as she saw her role as an opportunity to use her prior knowledge but also help provide new insights in creating impactful new procedures. She has loved growing her knowledge and experience through the different roles just within Modern Wealth’s Rochester office alone.
Rachel is married with three beautiful children. Her family loves to spend time together, envisioning new designs/plans for their home, enjoying their yard, bouncing from hockey, gymnastics or dance and watching a movie or TV show on the couch together. They are big fans of Harry Potter, Marvel, Gilmore Girls, and Friends. Rachel loves reading and collecting books that appeal to her, planning theme-based events, and redesigning and remodeling spaces for herself and others.