Rachel consults with corporate clients on the effectiveness and efficiency of qualified retirement plans. She works closely with plan sponsors to enhance plan design, educate participants and measure the success of the plan on an ongoing basis. Rachel offers high level service and solutions to ensure corporations and participants are maximizing their retirement plan benefits.
Rachel graduated magna cum laude with a B.S. in Finance from The Pennsylvania State University. She is CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® professional designation. Rachel holds Series 7 and 66 securities licenses with the Financial Industry Regulatory Authority (FINRA).
Rachel currently lives in Conshohocken, PA with her husband, Ray. She enjoys cycling, outdoor sports, and tackling home projects in her spare time.