Rachel Roher

Client Relations Representative for Retirement Plan Services

  • Focus: Servicing employer-sponsored retirement plans
  • Education: Bachelor of Science, The Ohio State University
  • Fun Fact: In 2016, I took a road trip with a friend and hiked seven National Parks in five different states.

Rachel joined Hamilton Capital as a Client Relations Representative for Retirement Plan Services in September 2020. Rachel is responsible for supporting plan sponsors and participants in trustee-directed pooled plans and Simple IRA Plans through plan conversions, onboarding, and during the enrollment and contribution processes.

Before joining Hamilton Capital, Rachel earned her Bachelor’s Degree from The Ohio State University. Since graduation, Rachel has worked full-time servicing private retirement plan participants. During her free time, Rachel enjoys being outdoors as much as she can and spending quality time with family and friends.

People and Planning Are My Passions

Heading into my freshman year of college, I aspired to be a wedding planner. I loved partnering with people and helping them put together every detail for some of the most important days of their lives. After studying and working in the hospitality industry for a year, a new career path presented itself, and I decided to take the opportunity.
Now I find joy in helping individuals prepare for their financial future rather than their wedding. Through it all, people and planning have remained my greatest passions.