Rachel joined the firm in 2016 and is a Senior Client Service Associate in the Salisbury, MD office. She supports wealth advisors throughout the financial planning process by helping service and manage client relationships. She also serves our clients as a Maryland Notary Public.
Rachel joined the firm with over a decade of experience in administrative and management roles and is passionate about client service.
Rachel serves the community by volunteering with EWC Adopt-A-Block Outreach to battle food insecurity. She enjoys spending time with family & friends, singing, and playing volleyball. Rachel is an Eastern Shore native and currently resides in Parsonsburg with her daughter, Karys, and their American Bully, Delilah.
Previous Experience
- Nexit Strategist at StratWealth
- Experience Coordinator at StratWealth
Education & Credentials
- Financial Paraplanner Qualified Professional (FPQP™)
Financial Paraplanner Qualified Professional™ and FPQP® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
*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.
