Rachael became a Financial Advisor in 2021, passing the FINRA Series 7 and 66 exams. She is licensed to offer securities in Ohio, Florida, Indiana, and Texas. Rachael thoroughly enjoys getting to know her clients, their families and what is most important to them now, and for the future. Her goal is to help others meet their financial goals, while still living life at the same time. Rachael works with clients in both our Sandusky and Norwalk offices.
Rachael is also licensed through the State of Ohio Department of Insurance: Accident & Health, Life, Variable.
Rachael was born in Parma, Ohio and grew up in Medina, Ohio. She graduated from The Ohio State University with a bachelor’s in Hospitality Management in 2009. Rachael currently lives in the Amherst, Ohio area with her husband Peter and their two sons, Joseph and Andrew. After living in Florida for 6+ years, Rachael loves the warmer weather and is a Disney enthusiast. While in Florida, Rachael had worked as an Account Manager and Director of Sales for one of Disney’s contractors.
She enjoys trying new restaurants, Ohio sports teams, all things Disney, and being with her children.