The Garrett Planning Network (GPN), a pioneer in fee-only financial planning, has appointed Rachael Lord, CAE, as its new managing director. Financial advisor Sheryl Garrett founded the network in 2000 to support financial planners dedicated to fee-only, advice-only planning and sold it last year to the GPN Alliance, a member-owned organization.
According to the GPN Alliance, Lord’s appointment reflects GPN’s commitment to growing its network while maintaining Sheryl Garrett’s groundbreaking vision of hourly, fee-only financial planning.
“Access to transparent, fiduciary financial advice has never been more critical,” said Lord in a press release. “I’m honored to join an organization that has long challenged industry norms by ensuring financial guidance is accessible on an as-needed basis. GPN’s commitment to advice-only planning empowers individuals from all backgrounds to make informed financial decisions.”
Lord previously spent 12 years at the North Carolina Chiropractic Association where she rose to associate executive director. Her expertise includes digital transformation, record-breaking member engagement, and building strong professional communities. In her new role, she will support the growth of GPN, helping its financial advisors make a stronger impact nationwide.
“Rachael’s strategic vision and organizational leadership are exactly what we need at this stage in the evolution of the Garrett Planning Network,” Chuck Clifton, president of GPN Alliance, said in the release. “Her passion for financial education and member engagement will be instrumental in expanding our reach while upholding the values that Sheryl Garrett established.“
Lord will take the reins from GPN’s current interim managing director, Eileen Freiburger, on April 1, 2025. Freiburger, a longtime financial advisor, came out of retirement to lead GPN following its 2024 acquisition by GPN Alliance. You can contact Lord at Rachael@GarrettPlanningNetwork.com.
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