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Professional Overview

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Rachel began her career working with high net worth families in 2012 as an advisor in both estate planning and tax compliance at a Raleigh law firm. She works to provide excellent customer service and advice tailored to each family’s needs. Rachel has extensive experience in estate planning strategies as well as tax compliance experience with estate tax returns, gift tax returns, and trust tax returns.

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Education, Credentials and Special Training

• LL.M.,Taxation, University of Florida
• J.D., North Carolina Central University
• B.A., Communications, University of North Carolina at Chapel Hill

Professional Affiliations

• North Carolina Bar Association

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