Rachel is a paralegal with AdvicePeriod. In her role, she works with our wealth strategist team and our Partner Advisors. She is responsible for reviewing, analyzing, and summarizing estate planning documents to identify areas of improvement.
She has spent the majority of her career working for estate planning firms in a similar capacity. Prior to joining AdvicePeriod, she was a Tax and Wealth Paralegal at Venable where she assisted in reviewing and drafting estate planning documents.
When Rachel is not working, she enjoys going to the beach and attending music concerts.