Designations and Licenses

Rachel is a CERTIFIED FINANCIAL PLANNING™ professional. 

Experience and Education

Rachel takes time to understand each client’s priorities as she develops personalized wealth plans and implements appropriate investment strategies to help clients achieve their long-term objectives.

Prior to joining the firm, Rachel worked for five years at a wealth advisory firm in Chicago, where she specialized in investment, retirement, tax, estate and insurance planning for high-net-worth individuals and business owners. She also served on the firm’s financial planning committee.

Rachel has a bachelor’s degree in consumer economics and finance with a concentration in financial planning from the University of Illinois Urbana-Champaign.

Accolades

Rachel was named to Forbes’ Top Women Wealth Advisors Best-In-State list for Illinois, ranking #21 in 2025, ranking #36 in 2024, #16 in 2023 and #18 in 2022. In addition, she made Forbes’ 2022 Top Next-Gen Advisors Best-In-State list, coming in at #9 in Illinois. She ranked #151 in 2024 on Forbes’ Best-In-State Wealth Advisors list in the state of Illinois.

Personal Interests

Rachel supports St. Jude Children’s Research Hospital. She’s an avid fan of the Chicago Blackhawks and a retired soccer player. She enjoys traveling, hiking and spending time with family, especially her three nephews.

Rachel’s Offices

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 through 2025 were published in February based on prior years data as of September 30. The ranking is based on an algorithm of qualitative data learned through surveys and interviews conducted in-person, by telephone, and virtually to evaluate best practices, level of service, investing models, and compliance records, as well as quantitative data, such as revenue trends and assets under management.

Top Next-Gen Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for Top Next-Gen Advisors Best-In-State 2022 were published in August 2022 based on prior years data as of March 31. The ranking is based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. Advisors have a minimum of four years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. 

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30^th data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.