Client Service Specialist
Rachel began her financial career in 2018 providing client support services to the wealth management clients of Mallard Advisors, which was acquired by Mercer Advisors in 2022. Rachel graduated with a Bachelor of Science degree from the University of Delaware’s Financial Planning and Wealth Management program. She is passionate about assisting clients reach their financial goals in the most efficient and effective manner. Rachel’s duties include meeting preparation and ensuring post-meeting client and advisor tasks are completed within an appropriate time frame. Rachel aspires to earn the CERTIFIED FINANCIAL PLANNER™ certification so she can help others learn about the importance of money management. Helping clients understand the complexity of personal finance and creating a sound and personalized financial plan is important to Rachel. Rachel lives in Maryland and is an avid hiker.