Rachel Harbert

Rachel is the Operations Manager at Platt Investment Counsel, and has been a pivotal part of the team since January 2023. With over 17 years of experience in the financial industry, I bring a strategic approach to overseeing day-to-day operations, ensuring our firm runs efficiently and seamlessly. My leadership has been instrumental in enhancing client experiences and streamlining internal processes.

My passion for operational excellence is driven by a commitment to delivering exceptional client service. I take pride in maintaining the highest standards of communication, attention to detail, and client privacy, ensuring that every client feels valued and understood.

Originally from Coon Rapids, Minnesota, I earned my B.S. degree from St. Cloud State University. Now residing in St. Johns, Florida, with my husband and two children, I enjoy spending my free time traveling, hiking, and taking walks along the beach. I cherish the moments spent with family and friends, embracing every opportunity to create lasting memories.