As a client specialist, Rachel is passionate about her role, because she knows the impact that financial freedom and security can have on people’s lives and families. She enjoys being able to dive in and understand the details to help make finances simpler for our clients while working with advisors to help clients meet goals that mean the most to them. Rachel supports the advisors by creating financial and investment plans, generating various analysis reports, and scheduling client reviews.
Rachel is a graduate of The Ohio State University with a bachelor’s degree in business administration with a specialization in finance along with a minor in Consumer and Family Financial Services. Prior to graduating, Rachel had the opportunity to be a summer intern for the team. Rachel is fully registered and licensed. Additionally, Rachel is affiliated with South Dayton Young Professionals.
Outside of work, Rachel enjoys spending time with family and friends, and her mini Goldendoodle, Rosie! She also enjoys working out, hiking, traveling, and spending lots of time boating on the lake in Tennessee!