Rachel joined the firm in June 2015. As a Senior Advisor Associate, her role consists of providing an enhanced layer of support to both our clients and our advisors in Madison and Janesville by leveraging firm resources to deliver reporting data, assisting with portfolio construction and management, researching client inquiries about their portfolios and planning topics, and building financial plans for clients.

Rachel was a member of our Advisor Client Experience Committee from 2018-2019 where she helped identify, synthesize, and communicate best practices for advisory processes across the firm. Having found her way into financial services with an English degree, Rachel is passionate about client education and enjoys fostering greater financial literacy among clients of all backgrounds.

Previous Experience

  • Client Associate at Bronfman Rothschild
  • Member, Advisor Client Experience Committee at Bronfman Rothschild
  • Executive Assistant/Office Manager at Shoutlet

Education & Credentials

  • BA, Illinois State University, English
  • Series 65 license