Designations and Licenses

Rachel is a CERTIFIED FINANCIAL PLANNER™ professional and holds a California insurance license.

Experience and Education

Rachel provides clients with comprehensive wealth management services. She designs and implements customized wealth plans with a focus on clients’ short-term and long-term goals.

Prior to joining Mariner, she was the director of financial planning for Edelman Financial Engines. She was responsible for asset management while focusing on each client’s unique financial plan. Prior to that, she was a financial consultant for Fidelity Investments and a financial consultant for AXA Equitable.

Rachel holds a bachelor’s degree in personal financial planning from Western Michigan University.

Personal Interests

Rachel enjoys spending time outdoors with her family and attending her son’s basketball and football games. She is a member of the Step Up Women’s Network and the Westlake Elementary PFA.