Rachel Roach

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 with reaching their financial goals in the most efficient and effective manner. Rachel aspires to earn the CERTIFIED FINANCIAL PLANNER™ certification so she can help others learn about the importance of money management. It is important to Rachel that clients receive help with understanding the complexity of personal finance and creating a sound and personalized financial plan. Rachel lives in Maryland and is an avid hiker.