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Experience

Rachelle Roberts is an associate in Plante Moran’s wealth transfer practice. She is known for her ability to educate and facilitate discussions with her clients to lead them through complex and difficult decisions.  She works to ensure that they understand their estate plan, the impact to their loved ones, and tax impact and gives them alternatives to consider focused around their financial and life goals. She has over 9 years of experience providing tax compliance, planning, and consulting services. Rachelle’s specialties include estate and gift tax planning and compliance, business transition planning, and charitable planning to high net worth individuals and families, including multiple generations.

Rachelle holds a Bachelor's of Business Administration in accounting and a Master's of Science in accounting from the University of Michigan— Dearborn.

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