Meet Rachel
Rachel is a Manager, Financial Planner based in Hockessin, Delaware. She joined Mercer Advisors in 2022 through the acquisition of Mallard Advisors. She began her financial services career in 2018 providing client support to the wealth management clients of Mallard Advisors. Rachel focuses on helping clients reach their financial goals in an efficient and effective manner. She earned a B.S. degree from the University of Delaware’s Financial Planning and Wealth Management program and is a CERTIFIED FINANCIAL PLANNER® professional.
Her working style
Collaboration and communication are her strengths. Rachel wants to understand the nuance in every client situation so she can provide tailored, practical guidance. She is dedicated to building long-term relationships with clients, taking the time to understand each person’s unique goals and circumstances.
Rachel in real life
Any words you try to live by?
Be the change you want to see.
What makes you tick?
Financial literacy always seemed like a closed door. With knowledge and practice, this door has opened, and now I can let others into the room.
What keeps you busy outside of work?
Trying new restaurants, maintaining my garden, kayaking, and, of course, finding new coffee shops.
Meet Rachel ’s Teammates
Kelly Albert
Wealth Advisor
What Rachel Says
Kelly likes to offer clients choices that we can home in on through our planning. We strategize and have a dialogue with the client and keep their goals paramount. Kelly is always the first to encourage a new idea or strategy and champion communication.
Michael Raidt
Principal
What Rachel Says
Michael is always giving me fun client scenarios to work with. Through our collaboration, we get into the weeds as well as present the big picture to clients so they can feel confident with the trajectory of their plan.
Kathi McMahon
Wealth Advisor
What Rachel Says
Kathi is always supportive of a fresh financial planning idea. She keeps client goals top-of-mind but is no stranger to digging deeper. She encourages creativity through the financial planning process.
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