Rachael is a recent addition to B.O.S.S. Retirement Solutions, bringing with her experience from the consumer banking sector. As a Banker, she leveraged her deep understanding of client needs and financial strategies to deliver personalized solutions. Rachael has a strong background in client relationship management, having worked with diverse clients to help them achieve their financial objectives.

At B.O.S.S. Retirement Solutions, Rachael is excited to focus on ensuring each client receives a personalized approach to their financial future. She holds a Bachelor of Science degree and is licensed with Series 6, Series 63, and life and health certifications.

Rachael is passionate about building long-term client relationships, driven by a commitment to transparency and trust. Outside of work, she is an avid hiker and recently completed her first half marathon, reflecting her dedication to setting and achieving long-term goals, both personally and professionally.