Rachel is new to our team and her duties include supporting the business operations as well as helping with marketing. She previously worked at Duke Energy as well as owning her own business. She is looking forward to learning more about the financial planning industry to be able to help our clients with all their needs.

She is a native of Mooresville and still resides in Mooresville with her husband and 2 children. When not working, Rachel enjoys spending time with her family, boating, Purdue sports, traveling, and attending her kids events. For the past 7 years she has also volunteered for the Boys and Girls Club Board. She attends First United Methodist Church in Mooresville.