rachaelhall

Rachael Hall

Executive Assistant

Every step counts on the path to success.

Rachael Hall works with Delegate Solutions, a strategic partner for Flourish Wealth Management, as an Executive Assistant for Kathy Longo.  She supports all aspects of calendaring, inbox management and overall administrative tasks for Flourish.

Rachael Hall’s experience as a personal assistant includes scheduling, organization, travel planning, budgeting, and various other tasks. She is proficient in many programs and applications and is eager to expand her knowledge further. Additionally, Rachael holds certifications in both project management and data analytics.

PERSONALITY

A natural researcher, I look to define objectives and assess probabilities. My preference is to maintain order while identifying inconsistencies to provide my clients with transitions and segues. I thrive in situations that require innovation and strategic planning, using my ability to envision and conceptualize solutions effectively. I do well working both on my own and working with others.

FAVORITE ACTIVITIES

When I’m not caring for my two crazy cats, I enjoy doing puzzles, swimming, and reading.

Meet the Rest of Our Team

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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