Rachel joined the TCP Asset Management team in the spring of 2015. Rachel provides critical administrative support to our advisor team. She has spearheaded many special projects during her tenure including coordinating plan advisory service schedules and plan termination initiatives. Additionally, Rachel is responsible for helping make sure that our plan sponsors and participants receive the world-class service that our firm strives to provide. She holds her Ohio Life, Accident and Health Insurance License.

Rachel attended Capital University and graduated with her Bachelor’s in Education. Rachel then furthered her education and received her Master’s Degree in Portland, Oregon from Western Seminary. Rachel worked for 10 years in children services and vocational rehabilitation for persons with disabilities. Most recently, she worked for 4 years in senior care services in a director role where she helped families transition their aging parents into an assisted living care facility. She provided senior care and dementia training for the care team and family members. She is very excited to be working in the financial services industry, where she can be a part of helping clients achieve their financial goals.