In her work of assisting the firm’s advisors in the many business and client service activities they are required to perform, Rachel serves as their helping hand in making sure our clients are taken care of just like family. Her job duties include opening new accounts, setting up appointments for advisors and ensuring that all documents and paperwork are put together for each meeting. She also makes check-in calls to each client twice yearly to ensure clients are kept up to date and to see if there is something she can do to address a financial planning need.
Originally from Ellwood City, Rachel earned her associate degree in paralegal studies as well as a real estate license in 2005. Today she lives in Rochester and is a mother of two boys. Always one to help others, Rachel serves as a group leader at the Parents in Toto Autism Resource Center.