Wealth Advisory Team Lead
As the Wealth Advisory Team Lead at Lake Street Advisors, Rachael is primarily responsible for the management of the firm’s Wealth Advisor and Associate Wealth Advisor teams. In this role, Rachael enjoys working with the team through professional development planning, ensuring the wealth management needs of the firm are being met, identifying areas for scale and improved efficiency, attracting and retaining top talent, and promoting thought leadership within the team.
Rachael joined Lake Street in 2015 as an Associate Wealth Advisor and was promoted to Wealth Advisor in 2018. In this role, Rachael was responsible for the oversight of all aspects of her client relationships while providing comprehensive ultra-high-net-worth advisory services in a fiduciary capacity. In 2023, she was ultimately promoted to the Wealth Advisory Team Lead seat after eight years of working on the wealth team. Rachael graduated from the University of Delaware with a degree in sociology and criminal justice (pre-law) and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations.
In her spare time, Rachael enjoys cycling, skiing, crafting flower arrangements and diving into interior design projects for her own home and for friends and family. She also enjoys all things aviation. In 2021, she created a women’s group on the New Hampshire seacoast with the goal of providing opportunities for women to meet new friends and network, which has over three hundred members today. Rachael lives outside of Portsmouth with her husband and two dogs – a senior Siberian Husky and a German Shepherd who joined the family in the early days of the pandemic. When not engaged in other activities, you can usually find the group wandering the trails of nearby Stratham Hill Park throughout all four seasons.
