About the Team

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Merra Lee believes that financial planning is about a person’s values, not just their money. Her focus is on protecting your purchasing power, not simply the principal. She feels it is important to develop the right retirement plan for your situation using techniques to manage taxes, access to money, market volatility, and adverse possibilities. Merra Lee loves to travel with her husband, Patrick and have traveled to over 30 countries. Sadly, she can’t take her pooch, Chica. Patrick and Merra Lee have two college graduate sons.

 

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Rachel joined the Good Life in November 2015. She is a Client Services Manager currently assisting Merra Lee and Noah Brooks. Her responsibilities are primarily to process, review and submit applications and transfers for Merra Lee and Noah. She had previously worked for Susquehanna Bank, now BB&T Bank, for five years as a Customer Service Representative. When not in the office, Rachel loves spending time with her boyfriend Roy and his daughter Sophie. She also enjoys traveling and hunting.

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