Starting in Financial Services in the late ’90’s, Rachelle offers clients many years of comprehensive wealth management experience specializing in personal financial planning to clients. Rachelle focuses on earning the trust of her clients and building relationships. She uses her extensive experience to help clients navigate through various complex wealth management issues including retirement, estate and trust, education, philanthropic, risk management, and business succession planning, as well as cash flow analysis. Her comprehensive approach and customized plans help clients preserve and protect their legacies.
Rachelle has earned the professional designations of CFP® and CTFA. She obtained her JD degree from Georgia State University College of Law and her Bachelor’s degree from the University of Georgia.
Rachelle serves on the Board of Ethics for the City of Dunwoody, the Board of Ethics for the CFP®, and the Board of Directors for The Atlanta Estate Planning Council. In her spare time, Rachelle enjoys cooking, traveling and spending time with her husband and two daughters.