Rachel Gandham

Rachel Gandham

Rachel Gandham has been a part of the firm since 2008. She is the chief liaison between clients and custodians, which include Schwab, Ameritrade, TIAA, and Fidelity.

Scott Neal describes Rachel as possessing an uncommon attention-to-detail matched by an unparalleled dedication to client service. Scott adds, “She is a get-it-done kind of person. When I checked her references, they all said the same thing, ‘Great attitude and near-perfect execution, every time.”

Before joining the firm, this Michigan native was a marketing assistant for a real estate office and worked as an insurance claim adjuster for 10 years. Rachel is well-versed in writing, estimating, auditing, technology and organization.

Rachel completed the Associate in Claims Program through the Insurance Institute of America. She enjoys cooking, reading and traveling.