Rachel is a Wealth Advisor who takes time to understand what clients value, how they communicate, and the goals they’re working toward, then tailors her guidance accordingly. She stays curious and informed as the financial landscape evolves, so her guidance keeps pace with it, and she holds herself to a standard of honesty, care, and long-term stewardship in every interaction.

Her path into the financial industry started in an unlikely place: a nursing track and job as a nurse assistant in an assisted living home that, while not the right fit, sparked a deep interest in helping people prepare for life’s later stages. Inspired by that experience and her father’s career in wealth management, she moved into finance her freshman year of college and found her lasting passion.

Rachel holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) and Accredited Investment Fiduciary® (AIF®) designations. She graduated from The College of St. Scholastica with a Bachelor of Science in finance.

Having grown up in Duluth, Minnesota, Rachel has always loved the outdoors and being surrounded by nature. She now lives in West Palm Beach, Florida, with her fiancé, and channels that love of the outdoors into triathlons, always looking ahead to her next challenge.