Simplified Financial Advice.

About Rachel

Rachel’s focus on creating an exceptional client experience is one of the reasons she’s well-suited in her role as our Director of Operations. She is passionate about entrepreneurship and enjoys working with small business owners. Rachel has helped to grow our Exit Planning services, where we help business owners align their personal, business and financial goals so they are better prepared when the time comes to transition to their next adventure.

Rachel graduated from the University of Colorado with a bachelor’s degree in psychology before graduating from California Lutheran University with an MBA. Before joining the financial services industry, she spent a decade in the hospitality industry learning how to provide the best experience to clients.

Outside of work, Rachel spends as much time as possible with her two sons. She also enjoys hiking, snowboarding, wine tasting and board games.

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