Rachel began her career in the financial services industry as a client associate and senior financial associate, assisting clients in a number of capacities. Since 2002, her focus has been on customized portfolio construction, investment management and building client relationships. As a financial advisor, Rachel works closely with families and individuals to establish plans that can be started today to help meet future goals. She works to identify and understand each client’s unique needs and financial objectives. Rachel has built her career by building trust with the clients she serves, and she extends that trust to the next generation by involving the family in the process.
Rachel graduated magna cum laude from Concordia University with a bachelor’s degree in business management. In 2021, I achieved the CERTIFIED FINANCIAL PLANNERTM certification and in 2023 she achieved the designation for the Certified Financial Divorce Analyst.
She and her husband, Scott, live in Merton, Wisconsin, but as a former lifelong resident of Milwaukee, she believe's in the community and strives to find ways to make a meaningful impact. In 2019, Rachel joined SecureFutures, serving on the fund development committee and teaching financial literacy to local high school students. SecureFutures’ commitment is to build stronger communities by empowering teens with financial education, tools and mentorship. An investment in teen financial capability is an investment in the
future. Rachel has also been honored to serve as a board member for the Women’s Association of Financial Advisors (WAFA) at RBC Wealth Management. The mission of WAFA is to recruit, retain and enhance the productivity of women financial advisors and branch directors at RBC Wealth Management.
Spare time is busy. She loves to spend time with her husband and adult children, Maria and Justice. They attempt family Sunday dinners every week and the four of them enjoy time together at their home-away-from-home in the “Northwoods,” where they kayak in the summer and cross country ski in the winter. Scott and Rachel enjoy traveling domestically and abroad. The world provides so much to learn and explore.
