Oftentimes there’s more than one way to reach your destination. Our NAPFA Associate Member and Wealth Manager, Rachael, can attest to this.
From a young age, she wanted to help others. She decided to go to college for nursing with the ultimate goal of becoming a nurse practitioner. During her last year of nursing school, she met a friend who was studying business and introduced her to another path that would allow her to make a difference in people’s lives: financial planning. Instead of becoming a nurse, Rachael decided to move to the San Francisco Bay area from her home state of North Dakota, go to school for finance and begin a career in wealth management.
Her career started at Wells Fargo Private Client Services in Palo Alto, CA as a Trust Associate assisting trust officers with the administration of trusts and estates. Before long, Rachael realized that although she enjoyed the estate planning aspect of financial planning, she wanted to work with clients on all aspects of financial planning and investment management. She became a Portfolio Administrator at Bingham, Osborn and Scarborough – a prestigious wealth management firm in San Francisco. She also graduated summa cum laude with her degree in finance from Golden Gate University and was awarded the Outstanding Graduate in Finance award. She obtained the CERTIFIED FINANCIAL PLANNER™ designation as well.
Less than two years later, Bingham, Osborn and Scarborough promoted Rachael to Portfolio Manager – a role that entailed providing comprehensive financial planning and investment management for 90 high net worth clients. She was also a member of the Investment Committee and responsible for updating the firm on estate planning and education planning strategies.
In 2007, Rachael gave birth to her son, Caden, and made the difficult decision to transition her clients to a trusted wealth management colleague at the firm so she could become a stay-at-home mom. Before long, Rachael began her own consulting practice to assist financial planning firms, especially start-ups.
In 2012, she and her family relocated to Atlanta to be closer to her husband’s family. She accepted an Associate Financial Planner position at Homrich Berg. They soon promoted her to Senior Associate where she was an integral part of opening a satellite office for the firm.
Today Rachael and her family live in Alpharetta. She enjoys her 15-minute commute to Redwood as well as the culture and expertise of the firm. When she’s not working, she enjoys cheering on her son at soccer and lacrosse, decorating her new home, and savoring her husband’s gourmet cooking.