Our Founder

Rachel M. Vergari, CLU^®, ChFC^®, CLF^®, CASL^®, LUTCF^®, CLTC

Financial Adviser, Founder

Born and raised in Massachusetts Rachel went directly into the Financial Services Industry upon graduating college from the University of Rhode Island with a degree in Finance. After starting her career in Rhode Island, just six months later she transferred to New Jersey and despite not having a large personal network at all, she had big aspirations as a top performer. She spent the next two and a half years building clientele as an investment professional achieving various awards and achievements. Due to her career’s early success and her love for working with others, she was asked to enter management as a Corporate Developer.

Rachel earned her various FINRA Securities licenses, Life and Health Insurance licenses as well as some of the industry’s top professional Financial and Retirement designations from the American College, CLU^®, CHFC^®, CLF^®, CASL^®, LUTCF^®, CLTC. During her 15 years in management, Rachel directly mentored hundreds of new professionals, agents, and advisors, worked with thousands of families, business owners, and professionals concentrating on their Retirement, Accumulation, Protection and Estate Planning goals. In addition, based on her expertise, Rachel has been brought in to help roll out employee benefit programs to some of the states largest employers. During those 15 years she managed to balance a career and raise 3 small children, but always wanted to return to her roots; operating her own practice and assisting clients in making their most critical financial decisions with peace of mind. Rachel is extremely passionate about her work; helping professionals and businesses make smart decisions using simple strategies in a tax^* efficient manner.

During her downtime she enjoys traveling, skiing, camping, and attending sporting events with her family. Rachel recently founded DreamCatchers Youth Foundation, a 501c3 non-profit aimed at helping children stay children through life's toughest challenges. Rachel is an active volunteer and supporter of Make-A-Wish, the Alzheimer’s Association, a recreation and school lacrosse coach and a previous board member of her District’s PTO. Rachel is a career professional, an active resident in the community and has an undeniable love for life. “Live for today and plan for tomorrow”.