- Series 7, General Securities Representative (FINRA)
- Series 66, Uniformed Combined State Law (FINRA)
- Life & Health Insurance Resident Producer (Maryland Insurance Administration)
Rachael joined Foundation Financial Advisors in May 2014 as a client relationship manager for John Holtzman. Prior to joining Foundation Financial Advisors, Rachael worked as a planner’s assistant at Lincoln Financial Group, where she realized her passion and aptitude for helping people reach their financial goals.
When not at work, Rachael enjoys spending quality time with her husband, Dave, and their son, Parker. Most of their summer weekends consist of time spent at Bethany Beach or chasing little Parker around the community playground.