Simplified Financial Advice.

Meet Rachel


Rachel is known for her relentless focus on finding solutions. As our Senior Relationship Manager, she provides comprehensive and timely service to clients. As a team member, she provides a welcoming voice and friendly smile.

Rachel started her career as an environmental and human services consultant before eventually joining the financial services industry. Her eclectic career path allows her to view tasks through a unique lens.

When not working, Rachel loves being outdoors. She stays active with hiking, swimming, skiing and boating and enjoys spending time with her husband and their adult children. She’s also a big fan of cooking for her friends and family.