Rachel is a native Oregonian with a diverse background and a sincere passion to help others. She studied Viticulture and Enology at Oregon State University and continued her devotion to athletics working in fitness. After graduation she lived in several states during her husband’s Air Force career during which she had the opportunity to explore different career interests. She worked with wineries, as a personal trainer, and in government contracting. In Tucson, AZ she fell upon an opportunity to explore the financial planning industry and since then, her biggest joy has been engaging, coaching, and helping clients live their best lives.
Over the past few years she has gained extensive experience in the finance industry both as an advisor and in firm operations. After officially obtaining her CFPⓇ marks in 2020 her passion shifted from wealth management to wealth creation and financial planning. She enjoys tying fitness and finance helping clients discover their why behind their goals. You are the hero of your story and Rachel is simply your coach guiding you through living out your unique financial life plan.
After her husband transitioned to the Air National Guard they were delighted to move back to the Pacific Northwest permanently where they can enjoy the outdoors with their three fur-babies, Desi, Sherlock and Nova. In their spare time they enjoy their garage gym, travelling, and discovering new restaurants and wineries.