Rachel joined HB Wealth in September 2026 through the merger of Wealth Care LLC and HB Wealth. She works closely with individuals and families to help them make thoughtful financial decisions through comprehensive planning, investment management, retirement planning, tax strategy, and estate planning coordination. Rachel values building long-term relationships with her clients and helping them navigate both major life transitions and everyday financial decisions with practical, personalized advice.
Before joining HB Wealth, Rachel was a Wealth Advisor and principal at Wealth Care LLC, a fee-only registered investment advisory firm serving approximately 200 families and overseeing more than $700 million in client assets. She worked closely with individuals and families on investment management, retirement planning, tax-efficient wealth strategies, and estate planning, while helping guide the firm’s continued growth and operations. Rachel is also an attorney, bringing a legal perspective to complex financial and estate planning matters.
Rachel published a book in 2021, “21st Century Wealth: The Millennial’s Guide to Achieving Financial Independence.”
Rachel earned her Bachelor of Arts in Political Science from the University of Florida and her Juris Doctor from the University of Florida Levin College of Law. She is a CERTIFIED FINANCIAL PLANNER® professional and a licensed attorney, combining legal and financial planning expertise to help clients navigate complex investment, tax, retirement, and estate planning decisions. Rachel is committed to ongoing professional education and staying current on developments that affect her clients and their families.
In her spare time, Rachel enjoys spending time with her husband and two young children and playing tennis.