As a research and planning analyst at Spaugh Dameron Tenny, Rachel prepares comprehensive financial plans, fosters client relationships, and supports advisors with recommendations and presentations. Her passion for helping others and her belief in the power of financial freedom to unlock endless possibilities drive her work at SDT. 

Before joining SDT, Rachel passed her SIE exam and earned Series 7 and 63 registrations. She also holds her NC life and health insurance licenses, knowing the importance of continuing to learn and grow in her role.

Her adaptability shines through, as she has seamlessly adjusted to her role during challenging times, joining the firm amid COVID. Reflecting on her experience at SDT, Rachel shares, "My favorite thing about working at SDT is the feeling of being supported and known by each person on our team. I am thankful for the opportunities to continue learning and growing in my role through team collaboration and shared goals."

Outside the office, Rachel enjoys walking her dog and reading. Together with her husband, she spends time at the beach, fishing, cooking, and traveling.