Experience and Education
Rachel builds and maintains relationships by working as part of a wealth team to provide comprehensive wealth management plans to clients. She also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.
Rachel has a bachelor’s degree in business management and a master’s degree in management and leadership from Western Governors University. She is also a member of the National Society for Leadership & Success.
In her free time, Rachel enjoys traveling, running and trying out new restaurants with friends.