Rachel Allison

Rachel Allison, a proud alumna of Temple University, serves as a dedicated Client Service Specialist at Haddonfield Financial Planning. With a keen eye for detail and a commitment to providing exceptional service, Rachel plays a crucial role in ensuring the smooth operation of client services. Rachel’s adept organizational skills are evident in her management of client requirements and paperwork, ensuring a streamlined and efficient workflow within the company.

Rachel brings a wealth of experience to her role, having previously worked in the banking industry at Bank of America. Her background in banking has equipped her with a comprehensive understanding of financial processes and a strong foundation in client relations.