Rachel Sheffer
TPA Associate
Department: Company Retirement Plan Team
Rachel joined Modern Wealth’s company retirement plan team in April 2026 as a TPA associate. She focuses on building relationships with clients and advisors, helping them get the most of their retirement plan.
Rachel previously worked at Paychex from 2021-2025 in a TPA and recordkeeping role and then with Definti as a TPA on combo plans until coming aboard at Modern Wealth. She was drawn to the culture and the professionalism of Modern Wealth’s clientele and employees.
Family is very important to Rachel. Her daughter is preparing to leave for the Navy, and her partner is a volunteer firefighter. Rachel also has an English bulldog named Nutmeg and has an identical twin sister.
Along with spending time with family, Rachel loves traveling and watching the Buffalo Bills, Buffalo Sabres, and Savannah Bananas. Rachel enjoys meeting people, making meaningful connections, and has a genuine interest in getting to know people beyond the surface level.