After spending over 6 years working in institutional advancement and alumni relations for The Sage Colleges, Rachel joined Pombo Wealth Management in 2015. She holds the Series 7 and 63 securities licenses, as well life, accident, and health insurance licenses. She has a bachelor’s degree from the University of Northwestern and a master’s degree from Sage Graduate School.
Rachel specializes in investment selection, college funding, and insurance and retirement planning. Her passion is designing investment plans that make a difference in the lives of her clients by meeting their objectives and ultimately achieving their life goals.
Rachel likes maintaining a healthy lifestyle by trying out nutritious recipes, working out, and staying active. She currently lives in Latham and in her spare-time, Rachel and her husband, Arlon, enjoy working on their latest home-renovation project, traveling, and spending time with family, friends, and their church community.