Financial Services Coordinator
Rachel joined our firm as a Financial Services Coordinator in the beginning of April 2020. Using skills she honed in her previous positions, Rachel has contributed to streamlining some of the administrative duties at FSM Wealth and has had a key role in updating our client database. Her responsibilities include coordinating retirement plan activities in the 401(k) division by working with vendors on bids, collecting information from clients, and has a hand in managing general office duties.
Prior to joining our firm, Rachel was an Associate Cost Accountant at Link-Belt Cranes, and a Production Manager at a Lexington-based photography studio. She is a University of Kentucky graduate, holding a Bachelor of Science in Accounting with a Double Major in Accounting and Management.