Rachel joined our team in May 2018 as our Operations Manager. Rachel comes from an extensive background in banking, insurance, and financial planning. Before joining us, Rachel worked with MassMutual, Bryn Mawr Trust, and Mid Atlantic Resource Group. Rachel is licensed in PA and NJ , and has maintained her Series, 7, Series 66, and insurance licenses.* Rachel enjoys painting and spending time with her husband, Tim and dog named Pearl.
* Series 7 registration held with LPL Financial. Series 66 registration held with both LPL Financial and M Financial Planning Services, Inc.