Prior to joining Premier Financial, Rachel spent a decade as a mental health clinician, never sure if she would leverage her hobby of building stock portfolios, answering people's dinner party questions about Social Security, and doing year over year cash flow analysis for friends. In 2021 she went pro, moving to Prudential to become a licensed insurance advisor. Wanting to develop a deeper background in finance, Rachel joined Offit Advisors (now Composition Wealth) and apprenticed as a financial planner, focusing on financial modeling, insurance review, tax strategy, estate planning, and investment management. This focus on holistic finance planning allows her to advise families in all stages, and she has developed support and advisory services for business owners who want advice on both their personal assets and their businesses.

Now at Premier Financial, Rachel’s commitment is to listen deeply, be practical and client-centered, and integrate behavioral finance with financial modeling to help clients make informed, sustainable decisions that align with how they naturally operate, moving them forward financially.

Rachel is an Investment Adviser Representative and is licensed as an Insurance Adviser in the State of Maryland, and is a Certified Financial Planning professional. She has a history of nonprofit service through the Associated Young Leadership Council.

A native of Los Angeles, Rachel has transplanted to the East Coast where she lives with her family, taking advantage of Maryland’s great hiking, honing her cooking skills, and reading comic books to her daughter.

Things previous clients had to say about Rachel:

“I liked how we looked broadly and boiled down to a binary decision.” - Evan W.

“We’re on a great start- I’m feeling really great about this” - Paul T.

“You simplify everything out for us...easy to understand and follow.” - Calista C.

“Love this - thank you, Rachel!!! Exactly what we need, someone to bounce these thoughts off of to make sure we aren’t being silly!” - Lauren M.

“I come into these meetings, I don’t want… I hope things are gonna be fine. I always leave the meetings very happy and sure, [knowing] things are definitely gonna be fine.”- Tommy A.

“You really listened to out needs and our interests and lifestyle. You figure out ways to help us problem solve.” - Rebekah A.

“Always willing to help us no matter what the question is ! Most appreciated.” - Carol J.