Rachor Investment Advisory Services, LLC

Kristine Sherwood is a ChFC® at Rachor Investment Advisory Services, LLC with 6 years of industry experience. She has been with Rachor Investment Advisory Services since 2009. Rachor Investment Advisory Services serves individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses, managing approximately $205 million in discretionary assets. The firm offers portfolio management through diversified and concentrated strategies, financial planning, and plan-level fiduciary services, and is notable for its Michigan public accounting firm license and integration of accounting support within its advisory services.

Tod Fisher is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Rachor Investment Advisory Services, LLC since 2007. Outside of his advisory role, he is a general partner and drummer in a band called After It All. Rachor Investment Advisory Services manages approximately $205 million in discretionary assets for individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses. The firm offers portfolio management through diversified and concentrated strategies, financial planning, and fiduciary services, supported by its unique combination of investment management and limited accounting capabilities through CPA leadership.

Patricia Walton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rachor Investment Advisory Services, LLC since 2009. She is based in Linden, MI. Rachor Investment Advisory Services works with individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses, managing approximately $205 million in discretionary assets through a team of 14 advisors. The firm offers ongoing portfolio management using both discretionary diversified strategies and non-discretionary concentrated allocations, financial planning, and plan-level fiduciary services, and provides limited accounting support through its CPA leadership.

Bethany Yerk is a ChFC® at Rachor Investment Advisory Services, LLC with 10 years of experience at the firm. Prior to joining Rachor, she worked at Lapeer County Medical Care Facility for three years. Rachor Investment Advisory Services serves individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses, managing approximately $205 million in discretionary assets through a team of 14 advisers. The firm offers portfolio management, financial planning, and plan-level fiduciary services, combining diversified strategies with concentrated allocations via third-party private money managers, and provides limited accounting support through its licensed Michigan public accounting firm status.