Rachael is an integral part of making sure our clients get the service they deserve. She opens accounts, processes distributions and handles account maintenance. She also coordinates and conducts new client reviews. Really, Rachael is responsible for many of the behind-the-scenes matters that make each Wealth Advisors experience exceptional.
She joined our firm fulltime after working with us on a temporary basis. The work and the culture that existed—not just between coworkers, but also between employees and clients—convinced her this was where she wanted to stay permanently. In fact, she is now studying to obtain her CFP® certification.
Quote she lives by: “You can do anything that you put your mind to.”