Client Service Associate, RJFS
Raechel is dedicated to helping clients achieve their financial goals with a personalized approach. Since joining Z3 Capital Partners in 2023, she has leveraged over a decade of experience in the financial services industry to provide exceptional client support. Her extensive background in customer service underscores her commitment to understanding and meeting clients' unique financial needs.
Throughout her career, Raechel has specialized in Insurance and Retirement Planning. She holds a Life, Health, and Annuities License, allowing her to offer a comprehensive range of services. Raechel has adeptly developed financial plans for clients at various stages of life and performed detailed risk analyses to ensure robust coverage for life, long-term disability, and long-term care.
As one of the initial points of contact at Z3 Capital Partners, Raechel is committed to delivering expert guidance and facilitating a seamless client experience. Her deep understanding of financial matters, coupled with her approachable and friendly demeanor, ensures a supportive and efficient client relationship.
Raechel graduated from Virginia Commonwealth University in 2012 with a Bachelor of Science in Psychology and has been a Richmond resident since 2008. Beyond her professional life, she enjoys exploring the city’s vibrant culture, traveling, attending concerts, cooking, and spending quality time with friends and family.