Preparing for that next step in life isn't always easy. I am dedicated to making a difference in people’s lives. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in:

• Retirement income solutions.
• Estate strategies.
• Employee benefit and retention services.
• Business continuation strategies.
• Trust services.

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Rachael studied Financial Planning at Widener University and was a member of the cheerleading team all four years. She was also a member of our 2022 Summer Internship Program and is a lifelong resident of Berks County. She enjoys physical fitness, traveling, and spending time with her two cats, friends, and family.