Torque Financial Group
Rachel James
Founder and Advisor|ChFC®
WE HELP LEADERS IN THE TRADE MAKE THE MOST OF THEIR HARD WORK
OUR WORK
You deserve an advisor that is willing to get their hands dirty.
WHO WE HELP
Automotive | Collision | Towing | Manufacturing | Commercial Trucking | Construction | HVAC | Electrical | Plumbing | Fabrication | Tool & Die
HOW WE HELP
We will help pull together the data you need to get clarity on where you stand today, align on where you want to go, and build a plan to help you get there - walking with you step-by-step through it all.
Planning for Startup, Scale and Exit
Personal Finances for Owners
Investment Management
Insurance Planning
Retirement Planning
Education Planning
401(k), Pension & Group Retirement Planning
Email us at rachel.james@nm.com to schedule a time to talk - no pressure, no sales pitch.
RACHEL JAMES
Rachel started her career as a wrench. Along the way, she has had management responsibilities, consulting positions, sales roles - you name it, she’s done it when it comes to the trade industry.
That perspective gives her the opportunity to dig way deeper than most advisors in partnership with our clients.
It’s a role she’s grateful for and that she doesn't take lightly. Helping you maximize your opportunities and hedge against risks ultimately means we’re helping you do more of what you love - and that’s an amazing opportunity.
As a former Vocational Student, Rachel has stayed connected to her roots in her role as an advisory member to many regional high schools. Rachel serves on the advisory board at Whittier Tech, helping to encourage youth to pursue opportunities in Automotive Collision. She’s also an active member of CREF (Collision Repair Education Foundation) Skills USA and ICAR.
Additionally, Rachel is a volunteer for the Refinish Academy, a national educational platform for Automotive Collision and Repair, and serves as an active member of the HR Committee for Association of Builders and Contractors (ABC).
Interested in having Rachel speak at your association, school or company? Email us at rachel.james@nm.com to schedule a time to talk.
OUR TEAM
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Because of our dedication to the trade industry, our team has unique knowledge and experience in your business. We like our spreadsheets and financial calculators as much as the next advisor - and we’ve never met a shop or a workbench we didn’t like, either.
Cameron Richall
WMCP®
Director of Investments and Operations
Cam is originally from Hudson, New Hampshire. He graduated Magna Cum Laude from the University of New Hampshire with a degree in Business Administration, focusing in Finance. Cam enjoys watching sports, working out, and playing golf. He also has a background in the collision industry as he worked for a distributor prior to Northwestern Mutual.
Kevin S. Swansburg
RICP®, WMCP®, CLTC®
Director of Insurance Operations and Services
Originally from North Reading, MA and now living in Dracut, MA, Kevin graduated from Providence College with a B.S. in Finance. Kevin loves traveling, sports, and spending time with friends and family. Kevin is a Notary Public and has his Life, Accident & Health Insurance Licenses, along with the Series 7, 63 & 65. Kevin is a Wealth Management Certified Professional (WMCP)®, Retirement Income Certified Professional (RICP)® and Ceritified in Long-Term Care (CLTC)®.
Charlotte Hunton
Client Experience Manager
Charlotte joined Northwestern Mutual in 2017 and joined Rachel’s team in 2021. She is a graduate of Quinnipiac University. Charlotte holds her Massachusetts Life and Health insurance licenses as well as her FINRA Series 6. She specializes in client service and assists with calendar management. In her spare time, Charlotte enjoys going for hikes on the many Trustees Reservations around MA.Get to know my dedicated Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
