Rachel has more than 20 years of experience in helping to increase the confidence of business owners. As a trusted advisor, she helps clients create practical business and estate plans that help save clients significant tax dollars. Her work with clients in the ultra-affluent financial space means she is working with the top 1-2% of people in the nation in terms of wealth and influence.In 2016 Rachel became a shareholder of Cornerstone. In November 2019, she was promoted to President and CEO of Cornerstone Advisors – Rachel’s success in her current role was built through her dedication to her clients and various roles she has held over the course of her work experience. From managing a client service team, to becoming seasoned in client relationships, and now President and CEO, she is well-versed in all aspects and obstacles that might occur with business and estate plans. Rachel has created long-term relationships with clients and advisors by being proactive to ensure the plans developed continue to meet the objectives of clients. In addition to her great knowledge, clients and their advisors enjoy Rachel's positive attitude and energetic personality, which helps her make a challenging process easy for all involved. Her impact also applies to growing and developing the Cornerstone team and creating a work culture that values engagement, work-life balance and growth aligned to each individual. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Cornerstone Advisors is independently owned and operated.