After obtaining her Series 7 and 66 licenses, Rechelle worked for a few years as a financial advisor before transitioning to pursue her true passion – assisting other advisors and working one-on-one with clients.
As a Client Service Representative, Rechelle uses her diverse skillset to assist clients with their daily needs. Her calm manner and easy explanations during sometimes complex interactions leave clients confident they are in good hands. Her understanding of the firm’s systems and her organizational skills also provide key support to the team. Always learning, Rechelle continues to develop her deep interest in personal wealth management.
Rechelle is independently raising two teenage boys, one in college and one in high school. She has spent many years volunteering for their schools’ PTAs, fundraising committees and sports teams. Her other interests include creative writing, cooking, travelling and volunteering for special causes. She’s a devoted animal lover and dreams of one day starting an animal rescue.