Rachel is one of the founding and managing members of Aegis Wealth. For over 20 years, she has served individuals, multi-generational families, trusts, and private foundations, guiding them through a broad range of financial decisions. Rachel provides sophisticated and holistic financial life planning, investment advisory, tax, retirement, estate, and other financial planning services. A Certified Public Accountant, Rachel specializes in incorporating tax planning to all aspects of wealth management. Rachel is a Certified Public Accountant (CPA) licensed in Virginia and Maryland and a Certified Financial Planner™ professional. Rachel has earned the Certified Investment Management Analyst®