Rachel E. Lauber, CFP®

I joined this practice in 2016 and eventually took the helm in January 2020. By way of background, I earned my BA from Rutgers University and my MA from the University of Chicago and then went to work in the investment management industry. There I learned the ropes as an equity research analyst on Wall Street supporting investment managers and private clients while honing my skills in portfolio management and financial statement analysis. I took a couple of years off to be home with my then toddler and run a freelance translation company, but I missed finance and the feeling of affecting positive change in clients’ financial lives. So here we are.

My passion is to help individuals, families, and business owners navigate turning points in their lives. Providing you with a financial plan that is dynamic and adaptable in constantly changing circumstances drives me in what I do.

I maintain securities and insurance licenses in multiple states and am a member of the Financial Planning Association of Northeastern NY. I live with my husband, daughter and four cats on 76 acres in Northern Rensselaer County and take long runs on dirt roads.