About
Rachel
Rachel assists Focus Partners clients by engaging with them in goals-based life planning and co-creating holistic financial plans that complement their wealth management objectives. Rachel finds that the most important and rewarding aspect of her position is building lasting and meaningful relationships.
Rachel began her career in financial services at a small RIA in 2000. Her considerable experience spans front-line firm operations and myriad client service levels to in-depth financial planning and wealth management analysis.
Since 2006, Rachel has been an avid triathlete and devotes considerable time to training for competitions that take her all over the east coast. To support her swimming, cycling, and running hobbies, she loves to spend time cooking fresh, wholesome meals.
Rachel assists Focus Partners clients by engaging with them in goals-based life planning and co-creating holistic financial plans that complement their wealth management objectives. Rachel finds that the most important and rewarding aspect of her position is building lasting and meaningful relationships.
Rachel began her career in financial services at a small RIA in 2000. Her considerable experience spans front-line firm operations and myriad client service levels to in-depth financial planning and wealth management analysis.
Since 2006, Rachel has been an avid triathlete and devotes considerable time to training for competitions that take her all over the east coast. To support her swimming, cycling, and running hobbies, she loves to spend time cooking fresh, wholesome meals.