Rachel joined the firm in 2016 and is a Client Service Associate in the Salisbury, MD office. She supports wealth advisors throughout the financial planning process by helping service and manage client relationships. She also serves our clients as a Maryland Notary Public.

Rachel joined the firm with over a decade of experience in administrative and management roles and is passionate about client service.

Rachel serves the community by volunteering with EWC Adopt-A-Block Outreach to battle food insecurity. She enjoys spending time with family & friends, singing, and playing volleyball. Rachel is an Eastern Shore native and currently resides in Parsonsburg with her daughter, Karys, and their American Bully, Delilah.

Previous Experience

  • Nexit Strategist at StratWealth
  • Experience Coordinator at StratWealth

Education & Credentials

  • Financial Paraplanner Qualified Professional (FPQP)