As a research and planning analyst for Spaugh Dameron Tenny, Rachel prepares comprehensive financial plans, fosters client relationships, and assists advisors with recommendations and presentations. Her passion for helping others and 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 attained Series 7 and 63 registrations. She also holds her NC life and health insurance licenses, knowing the importance of continuing to earn and grow in her role.
Her adaptability shines through, having seamlessly adjusted to her role during challenging times as she joined the firm amidst 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 my role with team collaboration and individual autonomy."
Outside of the office, Rachel enjoys walking her dog and reading. Together with her husband, they spend time going to the beach, fishing, cooking, and traveling.