Our Team

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

There's strength in numbers, which is why Polaris Wealth Advisory Group uses a team-based approach.

Rachel Walker, Client Service Administrator

Rachel is a part of the Polaris Wealth Client Service team. She previously worked three years as a mortgage underwriter, and another four years within the financial services industry prior to that. In her current position at Polaris Wealth, Rachel supports wealth advisors and custodians in the onboarding process of new clients, along with processing service requests for existing clients.

Rachel earned her Bachelor of Science degree in Psychology from Central Michigan University, and is currently finishing her Master of Science degree in Finance at Walsh College.

She grew up in Madison Heights, and currently resides in Clawson. In her free time, Rachel enjoys crocheting, walking her two dogs, and spending time with her loved ones.

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