Senior Financial Advisor
Rachel is a Certified Financial Planner™ professional and Chartered Retirement Planning CounselorSM with over 14 years of experience working in wealth management and financial planning. She is knowledgeable in a variety of financial planning topics including estate, retirement, charitable and tax planning. She enjoys working closely with her clients to develop and achieve their unique financial goals.
Rachel is actively involved in the Central Georgia community including currently serving on the board of directors for the Community Foundation of Central Georgia and the Career Women’s Network. She is also a graduate of Leadership Macon, former President of the Macon Estate Planning Council and serves as a Heritage Circle Advisor for Atrium Health.
Rachel worked as an intern with Patton Albertson & Miller and joined the firm full-time after graduating from Mercer University in 2008 with a bachelor’s degree in business. She is a member of Northway Church where she serves on the Finance Committee, and currently resides in Macon with her husband, Kerry, and their two daughters.