Rachel A. Margulis CPA/PFS

Wealth Advisor

Rachel A. Margulis is a Certified Public Accountant with over 12 years of experience in tax planning and compliance. Rachel supports multiple client teams as an advisor and is responsible for the preparation of client core deliverables including asset allocation, cash
flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning.

Before joining the practice in 2008, Rachel worked at MAI Wealth Advisors, a former division of IMG. Rachel earned a B.B.A. with a concentration in accounting from Cleveland State University. She is a member of the American Institute of CPAs, the Ohio Society of CPAs and the Tax Club of Cleveland. She is also a volunteer tax preparer with the Cuyahoga Earned Income Tax Credit Coalition.

Rachel resides in Cleveland, Ohio, and is an avid fitness enthusiast. She enjoys outdoor activities such as camping, hiking and kayaking.

Rachel Margulis