Our Team

Rachael, a twin and the youngest of eight, remembers a hectic yet happy childhood. Despite her many blessings, her younger years were not without struggle. The passing of her mother at age six profoundly influenced Rachael’s perspective on life and relationships. This loss taught her to focus on what brings joy and positivity, and to cherish each day rather than wasting it by dwelling on a bad yesterday. Grateful for every moment, Rachael is determined to live life to the fullest and treasure the ones she loves.

Outdoor adventures, especially those involving water, have always been a significant part of Rachael’s life. She loves camping, kayaking, and spending days at the beach with her family. In 2014, she married her husband Leo on her father’s dock at beautiful Lake Henderson, a place that holds special meaning for them. Together, they now have two wonderful children who share their love for adventure.

Rachael graduated from Southeastern University in 2009 with a Bachelor of Science degree. Her diverse professional experience includes roles in case management, banking and finance, and investments and wealth management. Through these experiences, Rachael developed a passion for helping others navigate the complexities of planning for their financial futures. She aims to educate and empower her clients, guiding them on their path to financial independence.

Currently, Rachael serves as the CPAlliance® Assistant Director at CPS Investment Advisors. In this role, she specializes in building an industry of trusted CPA Financial Planners, ensuring that clients receive the highest level of expertise and care. Rachael’s dedication to her work and commitment to her clients is driven by her desire to make a positive impact, reflecting her core values of gratitude, joy, and a zest for life.