Rachel Santana
Executive Assistant, RJFS
*Drawing of Krysta*
My Philosophy: I believe that everyone, regardless of their circumstances, deserves the opportunity to build a life they’re proud of. Running a one-parent household, I know that financial security is a cornerstone of a confident future. Whether you’re just starting out, like myself, or looking to take your finances to the next level, I believe in empowering others with the knowledge and tools needed to build wealth, make informed decisions, and create a secure future for not only ourselves, but our families’ future generations—one that doesn't rely on circumstances but on our ability to plan, grow, and adapt.
​
What Drives Me: As a young mom working in the finance industry, I am driven by the desire to create a more secure and fulfilling future for my child—and to help others do the same. I know firsthand how overwhelming it can be to juggle family responsibilities while navigating the complexities of financial decisions. I want to be able to help others learn and do the same!
​
Personality in Three Words: Enthusiastic, Driven, Genuine
​
Best Financial Advice Ever Received: Start investing early, even if its small!
​
Interests Outside the Office: I love taking my daughter new places and spending time outside! We have a love for being creative together, making new arts and crafts, baking some sort of yummy treat, or making couch pillow forts to watch our favorite movies. I have my skydiving license and have 84 solo skydives logged since 2023, so I love to be adventurous and make life full! I’m also a part-time Massage Therapist, so I enjoy relaxing self-care activities too such as yoga, listening to meditation podcasts, and curling up with my cat Oli to read a good personal development book with a cup of chamomile tea and honey!
​
On My Nightstand: The Power of Positive Thinking by Norman Vincent Peale
​
Background: My career journey has been shaped by diverse experiences, each building on the last. I spent eight years at Publix in customer service, where I developed strong communication skills and a deep appreciation for helping others. This foundation led me to pursue healthcare, first through an EMT program at Eastern Florida State College and a Medical Assistant program at the University of Kentucky in 2018. That same year, I became a mother and spent a few years as a stay-at-home mom. In 2022, I returned to school to earn my Massage Therapy License, combining my passion for healing with a desire to stay in the healthcare field. It was during this time that I met Annie and Krysta, who introduced me to the world of finance. Since then, I’ve been fascinated by the industry and am eager to build a career that supports my family while helping others achieve financial stability. Each step in my journey has shaped who I am today, and I’m excited to continue learning and growing in the finance world, with a focus on creating a more secure future for my family.