Operations and Client Experience Specialist
Rachel grew up assisting her mother with the care of her great-grandparents, which fostered an innate empathy from a young age. She began volunteering in assisted living as a teenager and continued working in senior care as an adult. She always finds joy in making a difference, even in everyday interactions or actions unseen.
Fate brought Rachel to Bay Point Wealth. She began as a temporary part-time employee, but quickly fell in love with everything Bay Point! She eagerly jumped at the opportunity to permanently join the team. As the Operations and Client Experience Specialist, Rachel's role is to support the advisors by keeping the operations of the company running efficiently so that Bay Point can provide the highest level of service. She treasures working for a company that is so passionate and committed to caring for each individual client.
Rachel finds great joy in being a wife and mother! Whether on the family boat, at an amusement park, or having a family movie night, you’re guaranteed to find her squeezing in every moment of family time she can. She usually spends her weekends rotating her time with different extended family units. Wherever she is, you’ll never find Rachel without a camera, capturing the moments that are so dear to her.
Annapolis, MD
(410) 626-8198
Asheville, NC
(828) 225-1730
Sarasota, FL
(877) 626-8198
Stevensville, MD
(877) 626-8198