Rachel is a planner. She’s always taken a big-picture view of the world, and she believes that perspective serves her – and her clients – very well. By not simply planning ahead but planning from every angle, Rachel is able to help people move smoothly from one season of life to the next and enjoy themselves along the way. She serves as Mustard Seed Advisors’ retirement planning specialist. This area of expertise involves not only managing investments to generate a sustainable income stream, but also helping clients make key decisions that impact their income and lifestyle in retirement. In short, she plans for a sustainable harvest.
Rachel began her financial services career in 2005 as a participant in Raymond James’ OPTIONS Program, a rotational training program designed for high-achieving recent graduates. After successfully completing her rotations, she officially joined the firm in 2006 as an assistant marketing manager.
She went on to become a product development manager with retirement solutions initiatives, a role that gave her the opportunity to collaborate with financial advisors on all aspects of retirement income planning. In 2011, she decided to use the experience she’d gathered working closely with advisors in order to become one herself. After earning her Series 7 securities license and receiving her Chartered Retirement Planning Counselor℠ certification from the College of Financial Planning, she joined Mustard Seed Advisors.
A native of St. Petersburg, Rachel graduated from Eckerd College with degrees in economics and Spanish. Outside of work, Rachel enjoys volunteering with local schools and organizations, practicing Nia and yoga, dancing, fishing and spending time with her husband, John, and their two dogs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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