About Rachel
As an associate wealth advisor, Rachel finds joy in being part of a team that helps clients meet their financial goals. She enjoys how each client situation is different and presents its own unique challenges. The team in Norfolk strives to ensure every client receives excellent service and experience.
Since she was young, Rachel has paid special attention to her finances. Her parents instilled in her the value of giving and saving from her first earnings on the family farm. These values have stayed with her throughout the years. When her father became a licensed financial advisor, she saw the impact he made for his own clients. In 2022, when Rachel was preparing for a move to Norfolk, she decided to make a career move from real estate and get firsthand experience in wealth management.
Rachel received her bachelor’s degree in business management from James Madison University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™️ designation.
Rachel grew up in Michigan, but after living many years in Virginia she considers it home. In her free time, she enjoys spending time with her family, running, reading and baking. She is often found with a cup of coffee or a cold Diet Coke in hand.
As an associate wealth advisor, Rachel finds joy in being part of a team that helps clients meet their financial goals. She enjoys how each client situation is different and presents its own unique challenges. The team in Norfolk strives to ensure every client receives excellent service and experience.
Since she was young, Rachel has paid special attention to her finances. Her parents instilled in her the value of giving and saving from her first earnings on the family farm. These values have stayed with her throughout the years. When her father became a licensed financial advisor, she saw the impact he made for his own clients. In 2022, when Rachel was preparing for a move to Norfolk, she decided to make a career move from real estate and get firsthand experience in wealth management.
Rachel received her bachelor’s degree in business management from James Madison University. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™️ designation.
Rachel grew up in Michigan, but after living many years in Virginia she considers it home. In her free time, she enjoys spending time with her family, running, reading and baking. She is often found with a cup of coffee or a cold Diet Coke in hand.