Rachel brings over 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Kingdom Advisor®, specializing in helping generous, values-driven families manage wealth in alignment with their stewardship mindset. She excels at guiding clients to clarity regarding their goals, understanding the practical trade-offs of financial choices, and making powerful decisions with multi-generational impact.

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In 2021, Rachel founded Wealth Squared, a team of EverSource Wealth Advisors, to serve, guide, and care for clients while partnering with them to pursue God's plan for their lives. Her expertise in faith-driven investing earned her the prestigious Larry Burkett Award from Kingdom Advisors in 2022. As a published author and frequent speaker on faith-driven investing and generosity, she also founded Wealthfluence, LLC, a consulting practice that helps other Christian wealth advisors and asset managers invest with biblical values.