Rachel is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $3.5 million or more in investable assets. She supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process.
Prior to joining the firm in 2023, Rachel worked as a Junior Financial Planner, working with advisors to create comprehensive financial plans for clients that included cash flow projections, portfolio analysis, and identifying client needs and obstacles.
She graduated with a degree in Business Administration and concentrations in Finance and Entrepreneurship from Carnegie Mellon University, where she acted as a Manager Teaching Assistant in the Business Leadership Endeavor program and guided students in progressing their leadership and professional development skills. While at Carnegie Mellon, Rachel completed an internship with Charles Schwab in their Registered Investment Advisory program designed to prepare undergraduate students for employment within RIA firms.
Rachel is from Miami, FL. In her free time, she enjoys spending time at the beach with her fiancé and their Black Labrador, Cooper.