As a dedicated financial advisor, Rachel’s approach centers on building authentic relationships and delivering strategies tailored to each client’s distinct needs.
A proud Tampa, Florida native and graduate of the University of South Florida’s Muma College of Business, Rachel holds a BS in personal financial planning as well as the Certified Exit Planning Advisor® (CEPA®) designation.
Rachel’s knowledge and experience is rooted in a deep understanding of the unique challenges business owners face – inspired by her own experience growing up in a family-owned business. She believes that financial success is about more than numbers; it’s about clarity, levity and feeling empowered to make informed decisions about the future. By taking the time to truly understand her clients’ circumstances and goals, Rachel crafts thoughtful strategies to help business owners navigate both personal and professional transitions with confidence.
Outside of work, Rachel enjoys exploring Tampa’s vibrant food scene, supporting small local businesses and indulging her passions for art, antiquing, and baking. She treasures family time with her husband Ryan and their children, blending creativity and connection into every aspect of her life.