Rachel is a seasoned professional with an extensive background in the financial services sector, showcasing a steadfast dedication to advisors' success. Her career journey commenced in asset management at esteemed firms such as Lord Abbett and Invesco, where she honed invaluable insights to empower advisors for success.
Rachel spent the last three and a half years as the Head of Advisor Experience at Zoe Financial. While there, she broadened her advisor-facing skillset, further equipping herself with the expertise needed to help advisors form, develop, and grow their businesses on the RIA side. With a remarkable 12-year track record closely collaborating with advisors and clients in wealth management, Rachel embarked on a new phase in 2023 by joining Sonoma Wealth Advisors.
A Connecticut native, she pursued her education at Villanova University, earning a B.S. in Psychology and leaving an enduring impact as a four-year player on the Women's Division 1 Soccer Team. Beyond her professional pursuits, Rachel finds fulfillment in engaging in various competitive activities. A passionate Premier League fanatic, she recently embraced cooking as a hobby. Rachel, alongside her husband, Joe, and their two French Bulldogs, Henri and Leroy, proudly call Pittsburgh, PA, their home.