Rachel is dedicated to providing clients with timely, professional, and thoughtful financial guidance. Her strong communication and organizational skills allow her to respond efficiently while delivering a high level of care and attention to every client interaction.
As a Financial Advisor, Rachel focuses on building meaningful, long‑term relationships and helping clients navigate the many stages of their financial lives. She provides clear, goal‑based advice and partners with clients on strategies such as retirement planning, investment management, income planning, and overall wealth guidance. In addition to her advisory work, Rachel ensures a smooth
client experience by overseeing key aspects of the planning process and coordinating the implementation of financial strategies.
Rachel was drawn to a career in financial services because the industry allows her to support people in a meaningful aspect of their lives. She joined our team in 2021 after earning a bachelor’s degree from Ithaca College and a master’s degree in speech-language pathology from The George Washington University.
Rachel is a New Jersey native and lives in Hillsdale, New Jersey, with her husband, David, and their daughters, Remi and Reese. In her free time, Rachel enjoys exercising, reading and spending time with her family.