Bio

Rachel joined TAG Financial as Managing Director in January 2022 with 13 years of life insurance, senior products, disability income and annuity distribution experience. Prior to TAG, Rachel served as Executive Vice President of Business Development at Ash Brokerage, one of the largest privately-held life insurance and annuity product distribution companies in the United States. While there, Rachel led all merger and acquisition activities, including sourcing, structuring, valuation, due diligence and successful integration of middle-market acquisitions or investments. She also led the strategic financial planning and reporting initiatives. Rachel is a Certified Merger and Acquisition Advisor (CM&AA), Life and Health Insurance licensed, and is Lean Six Sigma Black Belt Certified. Rachel is a former collegiate swimmer, a 2x Ironman finisher, and yoga instructor. She is also actively involved with Meals on Wheels, Big Brothers Big Sisters, Three Rivers Yoga Foundation, and The Shepherd’s House for Recovering Veterans. Rachel received her MBA from the University of Missouri – Columbia.