Rachel joined the firm in April 2026 as a Financial Services Assistant. In this role, she supports both clients and advisors by managing a range of administrative and operational responsibilities, helping ensure a smooth and efficient account management experience. She works closely with advisor Scott Thomas on day-to-day activities such as calendar coordination, preparing client correspondence, assisting with account reviews, and processing new account documentation.
Rachel earned her Bachelor of Business Administration from Wayne State University, majoring in Finance with a minor in Business Law. Outside of the office, she enjoys playing tennis, crafting, and exploring new cooking techniques.