Rachelle joined BECU Trust Services in August 2006 as the Business Development Officer. She has over 15 years marketing, business development, and trust and financial services experience. Rachelle's primary focus is in Special Needs and Settlement Trusts.
Prior to joining BECU Trust Services, she spent five and a half years as Branch Manager at the BECU Kent Neighborhood Financial Center. Rachelle holds a BA in Communications from the University of Washington and a Certified Trust and Financial Advisor (CTFA) designation form the Institute of Certified Bankers.
Rachelle is a member of the South King County Estate Planning Council and is on the board for the East King County Estate Planning Council.
BECU Trust Services follows the credit union philosophy of being “More Than Just Money.” We realize that each client has individual needs and communication styles; therefore, our approach is to manage to each unique situation without relying on standardized solutions. This style of management is crucial because we realize that a client’s wealth, regardless of the size, is of utmost importance to them— and we view it with the same level of importance.
BECU Trust Services takes a team approach to management. We make sure that our clients get to know our entire team and not just their assigned trust officer. This philosophy of teamwork extends outside our organization through collaboration with
our clients and their entire team of professionals— attorneys, accountants, medical teams, caregivers, elder care, and others our clients may rely on. We also apply our holistic approach to our investment management by analyzing a client’s entire portfolio, including outside assets, making investment choices that complement the portfolio as a whole. We are continuously seeking ways to improve our services and welcome feedback from our clients and others who we work with.
Tell us about your special needs issue and we will put you in touch with Rachelle Czaplinski