About

Rae is passionate about helping people shape and reach their financial goals, making sure that each plan reflects what really matters to them. With a natural curiosity and a knack for connecting on a personal level, Rae prioritizes building strong, trusting relationships and takes the time to truly understand each client’s unique values and motivations. As a lifelong learner, Rae is always expanding her expertise, so clients can count on advice that’s not only strategic but also grounded in the latest insights and best practices.

Rae’s commitment to growth has been evident across her career as a Management Consultant at KPMG and as a public policy expert providing impactful insights and advice to senior executives. Rae’s dedication to expanding expertise means clients can count on a trusted partner who brings both a strategic and compassionate approach to wealth management, helping them build financial security and achieve their dreams.

Outside of the office, Rae enjoys seeing new places, relaxing with her favorite music or books, and sampling her husband’s delicious food. Rae values time with family and friends, reinforcing the importance of building strong, trusting relationships in her life.