Rachel joined the firm in June 2015. As a Senior Advisor Associate, her role consists of providing an enhanced layer of support to both our clients and our advisors in Madison and Janesville by leveraging firm resources to deliver reporting data, assisting with portfolio construction and management, researching client inquiries about their portfolios and planning topics, and building financial plans for clients.
Rachel was a member of our Advisor Client Experience Committee from 2018-2019 where she helped identify, synthesize, and communicate best practices for advisory processes across the firm. Having found her way into financial services with an English degree, Rachel is passionate about client education and enjoys fostering greater financial literacy among clients of all backgrounds.
Previous Experience
- Client Associate at Bronfman Rothschild
- Member, Advisor Client Experience Committee at Bronfman Rothschild
- Executive Assistant/Office Manager at Shoutlet
Education & Credentials
- BA, Illinois State University, English
- Certified Financial Planner™ (CFP®)
- Series 65 license
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
