Rachel joined Baird in 2021 as the team’s junior partner, financial planner and business developer. Before starting her financial services career, Rachel worked in the entertainment and retail industries. This experience has given her the strong ability to meet with and listen to clients in order to learn more about their specific needs. She enjoys building long-term relationships and providing exceptional service as she profiles business owners, members of the entertainment industry, retirees, individuals and their families to create tailored financial plans.
Rachel is proud to be part of a team with over 75 years of combined experience. By listening closely, she works to uncover their needs and concerns, which she incorporates into individualized, long-term wealth management strategies aimed at achieving their financial goals.
A graduate of Belmont University in Nashville, Rachel earned a bachelor’s degree in business administration with an emphasis in music business. She holds Series 7 and 66 securities licenses. She is also accredited to offer life, health and accident insurance with variable contracts.
Rachel lives in Nashville with her two children. In her leisure time, she enjoys reading, spending time with family and friends and traveling.