Contact Information
Always friendly and positive, Rachel’s approachable demeanor allows clients to feel comfortable reaching out with any questions.
Rachel began her public accounting career in 2018, and her primary focus lies in providing assurance services to various types of investment companies. She specializes in collective investment trusts, multiple series trusts, mutual funds and exchange-traded funds (ETFs).
- Involved in staff development and efficiency for the firm’s Assurance Practice
- Wisconsin Institute of CPAs
- American Institute of CPAs
Rachel lives in McFarland, Wisconsin, with her husband. In her downtime, she enjoys hiking, exercising, playing pickleball, reading and cooking.
Credentials & Education
- Certified Public Accountant (Wisconsin)
- Master of Science in Management: Professional Accounting, University of Wisconsin-Milwaukee
- B.B.A. in accounting and finance, University of Wisconsin-Milwaukee