Office Manager and Advisor Assistant
With over ten years of experience, Rachael performs the administration of compliance and coordination with our Home Office to ensure industry standards are being met and exceeded. She also works with new and current clients on account establishment, transfers and on-going account service.*** Along with Brittany, Rachael enjoys planning and organizing our educational seminars and client appreciation events.
Rachael loves spending as much time as she can with her husband and two daughters.