Experience & Expertise

Rachael has experience as a junior financial advisor and planner at a wealth management firm in Baltimore. Greenspring’s holistic, in-depth financial planning services offered to clients and participants is what inspired her to join our team. Rachael strives to look at individuals as a whole: their past, their debt, and their future goals. Then help them manage their finances to achieve their goals. Currently, Rachael helps counsel individuals through various life stages and financial decisions involving retirement, college funding, investing, and cash flow management.

Get Better Acquainted With Rachael

Favorite Thing About Working With Clients

“Helping clients achieve their goals, gain financial literacy, and come away from a meeting feeling empowered and more knowledgeable about the state of their finances.”

My Philosophy On Client Service

“Two things that matter most in life: Health and Wealth. A taboo topic to talk about in everyday conversation: Finances. One of the biggest stressors in life: Finances. I think financial literacy is extremely important and matters to everyone. It’s my goal to help every client be more knowledgeable about their finances and to help them attain their financial goals.”