At mFORCE, Rachel brings her signature approach: retirement plans aren't just about finance—they're about people's lives. She partners closely with businesses to design, benchmark, and improve 401(k), cash balance, (defined contribution and defined benefit plans), while providing participant education and fiduciary consulting. She stays deeply engaged with the latest legislative and policy developments, ensuring her clients' plans stay ahead of the curve in an evolving regulatory landscape.Committed to continual learning,
Rachel holds several key professional designations, including Chartered Financial Consultant® (ChFC®), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), Nonqualified Plan Consultant® (NQPC®), Chartered Retirement Plans Specialist® (CRPS®), and Retirement Income Certified Professional® (RICP®). She also maintains FINRA Series 7 and 66 licenses.
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Meet The Team
Why Us
Why Retirement Plan Advisors Stands Out
Tailored Solutions
Custom accounting services carefully designed to fit your business’s needs.
Expert Guidance
Access to seasoned professionals with extensive experience across industries.
Time-Saving Processes
Streamlined workflows that free up time so you can focus on growing your business.
Accurate Insights
Detailed reports and analyses to guide informed, confident decision-making.
Cutting-Edge Technology
We use the latest accounting tools to ensure efficiency, precision, and accuracy.
Dedicated Support
Responsive, reliable assistance whenever you need expert financial guidance.
Core Values
The Foundation of Our Success
Innovative Thinking
Our team is committed to discovering avant-garde strategies and solutions, ensuring your portfolio is as dynamic and distinguished as yours.
Wealth Amplification
Tailor-made solutions that seek to not only preserve but amplify your wealth, ensuring you are the prime beneficiary of your financial success.
Strategic Agility
Agile in adapting to the ever-evolving financial landscape, we’re always ready to harness new opportunities for your benefit.
Holistic Planning
We adopt a holistic view of your wealth, aligning every asset with your most ambitious goals and dreams.
Personalized Guidance
A single point of contact offers seamless personal attention, intimately understanding your financial landscape to guide you through every decision.

Conventional Wealth Management Isn't Cutting It Anymore
That’s why we started mFORCE Capital. We bridge the gap between laying the foundation and building the rest of the house. As a multi-family office, we’re more than just wealth managers—we’re wealth strategists adept at navigating the intricate financial landscapes of multiple high-net-worth families. We facilitate wealth growth through the execution of custom-tailored strategies, designed exclusively to fulfill unique financial aspirations.