Rachel Melgard

Rachel brings over 15 years of specialized administrative experience supporting financial and wealth management professionals. She has a strong background in managing office operations, coordinating complex schedules, and leading targeted marketing initiatives to drive client engagement and growth. Known for her expertise in developing efficient client management systems, financial tracking, and team coordination, Rachel excels in streamlining workflows, managing client communications, and implementing strategic marketing campaigns. Her extensive experience in executive support, project coordination, and marketing makes her an invaluable asset to our team, consistently delivering high-quality service to our clients.