“Master of Efficiency”
Nothing slips by Rachel. Always eager to help, Rachel takes extra care of Mariaca clients, simplifying the process of filing forms, setting up accounts, and tracking any needed updates.
New clients often meet Rachel first, and love how easy she makes the onboarding process. She fills out everything for new clients and sends them any needed forms and applications via Docusign.
“People often worry about how complex it is to start with a new financial advisor. I make sure our clients feel comfortable. Whether in office or over the phone, I’m always happy to be a listening ear for any questions or concerns that come my way.”
Why did Rachel select the financial services industry?
I come from a family that has always taught the importance of preparing for your future and understanding financial security. Following the great examples I have before me, my parents and grandmother, I want to see others be successful in managing their investments and planning for their future. Knowing that stewardship is at the forefront of Mariaca Wealth, I knew this was the perfect place to fulfill that desire.
What’s Rachel like at home?
Anytime she can get in the kitchen and cook or bake for her loved ones, she will. She notes that good food is a way to bring people together and create lasting memories.