As the Wealth Advisory Team Lead at Lake Street, Rachael is responsible for owning all aspects of her client relationships while providing comprehensive ultra-high net worth advisory services in a fiduciary capacity. Whether it’s helping a client to diversify a concentrated stock position, facilitating a transition from a DIY approach to an advisor-managed relationship, exploring new wealth together and setting up the next chapter of their lives, or helping to build a multi-generational legacy, she truly enjoys working with a diverse client base and views each challenge as a unique opportunity for success. Rachael joined Lake Street in 2015 as a Wealt