Our Team

I work with a select group of families, professionals, and business owners who care deeply about one thing: building financial freedom on their own terms — without giving in to cookie-cutter templates or tax surprises.

My drive to help people goes beyond credentials (though I’ve got plenty). What truly sets me apart is my commitment to honest conversations, a warm handshake (or Zoom wave), and building long-term relationships rooted in trust and clarity. I often joke I have to be honest — I’m too slow to run and too big to hide.
 

Rachel brings over 15 years of administrative and management experience, specializing in supporting financial and wealth management professionals. Her background includes overseeing office operations, coordinating complex schedules, managing projects, and supporting marketing and client engagement initiatives. She has a strong track record of building efficient systems for client management, financial tracking, and team coordination, and is known for providing steady executive support, clear client communication, and organized, well-run operations.

She lives in Connecticut, where she is raising her two sons and is actively involved in causes close to her family, including supporting Fragile X programs and Unified Sports. Outside of work, Rachel enjoys travel, art, and exploring new places, along with time at home with her two pug dogs, Mabel and Rocky.