Rachel Pease

Rachel brings over 10 years of experience in the financial services industry. She specializes in comprehensive wealth advisory and personalized financial strategy development, helping clients navigate complex financial decisions while aligning their wealth with long-term goals, lifestyle priorities, and legacy planning objectives.

Rachel has extensive experience working with individuals and families across a variety of financial backgrounds and life stages. She is known for her relationship-focused approach centered on trust, transparency, and long-term partnership. By taking the time to understand each client’s goals, values, and financial priorities, Rachel develops thoughtful, customized strategies designed to support them through every stage of life and major financial decisions.

Professional and Community Involvement

  • Volunteer, Beaver Local Schools Scholarship Foundation
  • Education Opportunities for Students in Local Community

Personal Life

Rachel is a lifelong resident of East Liverpool, Ohio. She is a proud and highly involved aunt to her niece and nephew, Taylor and Cohen, and enjoys supporting Cohen’s college basketball career and Taylor’s volleyball pursuits. Outside of work, she is passionate about cooking and gardening, loves trying new recipes, and enjoys outdoor adventures—especially spending time near the water.