Rachel began her career in the financial services industry as a client associate and senior financial associate, assisting clients in a number of capacities. Since 2002,her focus has been on customized portfolio construction, investment management and building client relationships. As a financial advisor, Rachel works closely with families and individuals to establish plans that can be started tod
ay to help meet future goals. Rachel has built her career by building trust with the clients she
serves, and she extends that trust to the next generation by involving the family in the process. Rachel graduated magna cm laude from Concordia University with a bachelor’s degree in business management. As a lifelong resident of Milwaukee, along with her husband, Scott, Rachel believes in her community and strives to find ways to make
a meaningful impact. Rachel is a member of Secure Futures,
serving on the fund development committee and teaching financial literacy to local high school students. Please visit http://www.rbcwm-usa.com/legal/rbc-wm/ for important disclosure information. Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested. Securities offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.