Rachel is a Certified Financial Planner™, and serves as Mustard Seed Advisors’ retirement planning specialist. She began her financial services career in 2005 with Raymond James’ OPTIONS Program. After completing her rotations, she officially joined the firm in 2006. She went on to become a product development manager with Retirement Solutions, a role that gave her the opportunity to collaborate with financial advisors on all aspects of retirement income planning. In 2011, she decided to become an advisor herself. After earning her Series 7 securities license and receiving her Chartered Retirement Planning Counselor, she joined Mustard Seed Advisors, and in 2014 became a CFP®.
Rachel graduated from Eckerd College with degrees in economics and Spanish. Outside of work, Rachel enjoys serving with local organizations, practicing Nia and yoga, dancing, paddle-boarding, and spending time with son Declan, and her family.