Rachel serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Rachel previously worked for an independent investment advisory firm as a Wealth Advisor prior to joining Creative Planning. She has spent her career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management.
Rachel is a proud graduate of the University of Cincinnati (UC) where she earned her Bachelor of Business Administration in Accounting along with a Minor in Finance followed by receiving her Master of Science in Finance from UC as well. Rachel is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Rachel and her dog Riggins live in the city where they love going for walks and exploring new patios. In her spare time, she is a volunteer girls basketball coach at Whitney Young High School, loves to travel, and spend time with her family.
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