Rachel is part of the client services team here at Wealth Health. Whether it’s greeting you at the door or answering your call, she ensures excellent customer service and satisfaction. She handles paperwork processing, transfers, and document retention, as well as scheduling client meetings and maintaining our CRM system.
Rachel is a 2012 graduate of Avon Lake High School. She previously worked at University Hospitals as a receptionist and has an extensive history in childcare. Rachel is working toward earning her financial registrations to enhance her ability to serve.
Rachel resides in Avon Lake. On the weekends, you can find her spending time with her husband Jim and daughter Genevieve. She loves to travel, uncover new hot spots in the Cleveland area, sing at the office, and turn normal conversations into musicals. Rachel is also an active member in her parish.