How I can help you

Rachel is a planner who focuses on the big picture and specializes in retirement planning, Social Security and Medicare. Through a caring and empathetic approach, she manages investments to help generate a sustainable income stream, while helping clients make key decisions that impact their income and lifestyle in retirement. Rachel acts as an emotional support, helping her clients navigate life transitions and the complexities of retirement planning, while enjoying themselves along the way. She also enjoys facilitating family meetings, succession plans, and conversations across generations.

What makes me knowledgeable

Nearly two decades ago, Rachel began her financial services career with Raymond James’ rotational training program for college graduates. In 2011, Rachel joined Mustard Seed Advisors of Raymond James bringing retirement planning insight from her previous role. In 2017, she became a partner as part of the long-term succession plan for the team. As a life-long learner, Rachel has earned the CERTIFIED FINANCIAL PLANNER™ certification. She graduated from Eckerd College with degrees in both Economics and Spanish. She is fluent in Spanish.

Getting to know me

A native of St. Petersburg, Rachel enjoys spending her leisure time biking, dancing Flamenco, Kizomba and Latin styles, paddle-boarding, listening to live music, and spending time with her family, especially her son, Declan.