As a Wealth Advisor at Lake Street Advisors, Rachael is responsible for owning all aspects of her client relationships while providing comprehensive ultra-high net worth advisory services in a fiduciary capacity. Whether it’s helping a client to diversify a concentrated stock position, facilitating a transition from a DIY approach to an advisor-managed relationship, exploring new wealth together and setting up the next chapter of their lives, or helping to build a multi-generational legacy, she truly enjoys working with a diverse client base and views each challenge as a unique opportunity for success.
Rachael joined Lake Street in 2015 as a Wealth Analyst, and was promoted to Wealth Advisor in 2018. Her career began over a decade ago as she took on the role of administrative assistant and then client associate at a boutique advisory firm in Newburyport, MA. From there, Rachael grew her career by moving into a client relationship coordinator role at a high-net-worth advisory firm in Lexington, MA where she took on more client management and operations activities. In her most recent role before joining Lake Street, Rachael was an Associate Advisor at an independent advisory firm in Danvers, MA, driving client relationships and providing wealth management advice alongside the firm’s principal and senior advisors. 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 in the warmer months, skiing in the colder months, crafting flower arrangements, diving into interior design projects for her own home and for friends and family, and is also an aviation enthusiast. In 2021, she created a women’s group on the New Hampshire seacoast with the goal of providing opportunities to meet new friends and network, which has over three hundred members today. Rachael lives outside of Portsmouth with her husband and the couple’s two dogs, a senior Siberian Husky named Lily and the “pandemic puppy,” a German Shepherd named Aila. When not engaged in other activities, you can usually find the group wandering the trails of nearby Stratham Hill Park throughout all four seasons.