As part of the Wilmington Trust Emerald Family Office & Advisory team, Rachael is responsible for managing client relationships, providing ongoing support and communication. She continually assesses the needs of her clients and recommends appropriate strategies designed to meet their current and long-term objectives. She provides tax consulting and compliance services for complex individual and trust income tax returns, gift tax returns, returns for nonprofit entities and private foundations, and corporate and partnership tax returns. She also assists successful individuals and families with comprehensive planning, helping to incorporate tax strategies through trusts and flow-through entities.

Prior to joining Wilmington Trust in 2015, Rachael worked in public accounting for more than 12 years and specialized in working with high-net-worth individuals as well as small businesses to provide tax planning and tax preparation services.

She holds a bachelor’s degree in accounting from Wilmington University where she graduated magna cum laude and earned her CPA designation in 2005. Rachael is a member of the American Institute of Certified Public Accountants and the Delaware Society of Certified Public Accountants.