Rachel is an Investment Operations Analyst at F2 Strategy based in Lancaster County, Pennsylvania. Prior to joining the firm, she was a small business owner for nine years, where she developed strong organizational, operational, and client-focused skills that continue to shape her approach to her work.

Rachel brings a detail-oriented and collaborative mindset, with a focus on supporting teams and delivering reliable results behind the scenes. She enjoys problem solving and takes pride in contributing to work that helps clients feel confident in the services provided by F2 Strategy.

Outside of work, Rachel is a mother of four and enjoys spending time with her family, especially on vacations and during holidays. She is actively involved in her children’s lives and spends much of her time cheering them on at their sporting events and activities. She considers her greatest personal achievement to be supporting her children as they plan for their futures and work toward their goals.

What would I tell someone starting out in the industry right now?

Wealth Management is an ever-changing field and it seems like there is always something new to learn. Don't be afraid to ask questions, collaborate with peers, or ask supervisors for advice. We work better as a team to provide the best services for our clients!

What "Do Good with Tech" means to me

Technology is meant to improve people's lives and the idea of "Do Good with Tech" is the responsibility that creators and users of technology have to ensure that the current use and continued development have a positive impact on users and the environments in both local communities and in our wider, global community. If and when negative impacts are identified, it becomes a moral responsibility to correct these issues and to proactively safeguard against the misuse of technology.. 

What inspires me in my job?

I like problem solving and helping others. I enjoy knowing that my work behind the scenes helps our clients to have confidence in the team at F2 Strategy.