UB&T~ Financial Services
Effective December 1, 2017 the new UB&T~ Financial Services website will be located at the following link: http://www.ub-t.com/investmenttrust



2 E. Main Street
Evansville, WI 53536


608-882-5200 x1110



Rachel Kleven

Rachel Kleven

Office Manager, RP®, Licensed Insurance Agent

Rachel Kleven joined UB&T~ Financial Services in 2006. She has been in the customer service industry since 1994. She is a Licensed Insurance Agent and Registered Para Planner. Rachel is dedicated to providing exceptional service to our clients. She takes pride in making sure each clients goals are her top priority. She cultivates and strengthens third party relationships with other reputable businesses making UB&T~ Financial Services a well-rounded company offering a wide variety of services.

Rachel received the 2011 SII Investments Administrative Professional of the Year Award and was a SII SHARE Council member for three years.

Rachel is married with two children and is an active member of the Evansville community. She is a board member for the Evansville Chamber of Commerce where she heads two committees. She has led the Woman's Entrepreneur Group (WE3) since 2013. Rachel is the Treasurer for the Evansville Grove Society and she and her husband are the Youth Leaders at their church. They enjoy volunteering and especially working with the GIFTS homeless shelter in Janesville. When she isn't working, Rachel enjoys spending time with family and friends, reading, and traveling with her husband on their Harley Davidson.

Phone 608-882-5200 x1119
Fax 608-882-6889
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck