Rachel has more than 30 years of experience guiding clients through some of life’s most challenging moments. As a Partner and Branch Manager/Registered Principal at Michael Roberts Associates, she provides calm, compassionate support when clients face life‑altering events, loss, illness, or complex financial decisions.
Rachel studied government and pre‑law at Lehigh University and began her career at Chase Manhattan Bank in New York City. She spent five years at Cadaret Grant as the Trading Desk Manager and Director of Continuing Education before joining Michael Roberts Associates in 1997. A strong believer in financial literacy, she helps individuals and families understand their options and feel confident about their financial future, often working with multiple generations within the same family. Currently, Rachel and her team advise assets of more than $720 million* for over 1,200 households.
Outside of work, Rachel is active in her church and community, Rachel sings in the Chancel Choir at Dewitt Community Church and volunteers with several local organizations. She also enjoys golf, tennis and swimming. Rachel and her husband, Jeff, live in Fayetteville, New York, with their dog and two cats, and they are proud parents of two adult children.
*as of January 31, 2026
Education and registrations
Lehigh University, 1987
FINRA Series 7, 24, 63, and 65
Work experience
Chase Manhattan Bank, Management Development Program, 1987–1989
Second Vice President, 1989–1992
Cadaret Grant
• Trading Desk Manager, 1992–1994
• Director of Continuing Education and Firm Element Training, 1994–1997
Community involvement
DCC (Board of Trustees 16 years, most recently as President – rotated off 2016)
Sunday school and youth group leader, Samaritan Center Serve Team, annual Thanksgiving boxes, Chancel Choir, Personnel Committee
Clearpath for Veterans – Arrange volunteer days for clients and MRA staff
CNY Community Foundation – Developed donor‑advised fund to provide financial support for community initiatives
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.