Simplified Financial Advice.

Meet Rachel


Rachel is known for her relentless focus on finding solutions. As our Senior Relationship Manager, she provides comprehensive and timely service to clients. As a team member, she provides a welcoming voice and friendly smile.

Rachel started her career as an environmental and human services consultant before eventually joining the financial services industry. Her eclectic career path allows her to view tasks through a unique lens.

When not working, Rachel loves being outdoors. She stays active with hiking, swimming, skiing and boating and enjoys spending time with her husband and their adult children. She’s also a big fan of cooking for her friends and family.


Favorite food:

Spaghetti and meatballs

Best piece of financial advice received:

Stay invested

Favorite quote:

“I’ll rise above it, I’m a professional” Nigel Tufnel, This is Spinal Tap

If you could meet anyone, past or present, it would be:

Marie Curie

Hidden talent:

I’m quite good at home renovating

Favorite book:

The Narrow Road to the Deep North by Richard Flanagan

Favorite movie:

Dirty Dancing

Favorite TV show:


What motivates you:

Knowing that I’ve done the best I can at what ever I do even when I fail

Favorite holiday:

New Year’s Day

Something on your bucket list:

Hiking to the top of Mt Washington on my 60th birthday

Place you’d most like to visit:

Southern Spain and Morocco

Biggest accomplishment:

Raising my daughters to wonderful adults

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.