In her role, Rachel is responsible for coordinating and providing asset management support for advisors and monitoring transactions on clients’ investment accounts. She brings over 21 years of precise problem solving, core ethics, professionalism and unwavering dependability to the JFS team.
Before her time at JFS Wealth Advisors, Rachel previously worked at HL Zeve prior to its merger with JFS in 2012. Rachel earned a Bachelor of Science in Mathematics from the University of Pittsburgh. She is a Certified Notary for the State of Pennsylvania and a Financial Paraplanner Qualified Professional™.
When Rachel is not in the office, she enjoys riding horses.