Background & Focus:
Rachel Whittaker is a Client Associate at Heritage Lake Advisors, where she is dedicated to building meaningful connections with clients by listening to their stories and understanding their unique goals and challenges.
As she begins her career in finance, Rachel is focused on enhancing her knowledge and skills, applying an analytical approach to solve problems and delivering value to her clients. Her goal is to offer support that is tailored specifically to what matters most to each client, striving to ensure that her solutions meet their individual needs.
Education & Credentials:
- Bachelor of Science in Business Administration with a Minor in Real Estate, College of Charleston (December 2023)
Outside the Office:
Born and raised in Ithaca, New York, Rachel enjoys spending time with her family boating, hiking, golfing, and relaxing by the lake. In her free time, she loves baking, cooking, and spending time with her two dogs, Lush and Remi.
