Designations and Licenses

Rachel is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor®. She also 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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.