Rachel coordinates logistics for financial and investment planning meetings ensuring the efficiency of our office. Her dedication to exemplary client service provides our clients with a seamless experience. With years of experience as a laboratory analyst, Rachel brings a level of precision and care to our clients, ensuring their plans are executed thoughtfully. Rachel earned her Bachelor’s in Biological Science from Florida State University.
Outside of her professional work, Rachel enjoys afternoon tea and arts & crafts.
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Information on this site is directed towards U.S. residents only. Lifespan Financial Strategies, Inc. is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). Lifespan Financial Strategies, Inc. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.