Investment Advisor Representative
Rachel began her career in the financial industry in 2012 after working in education for over 10 years. In 2006, she graduated from Portland State University with a Bachelor of Arts in Social Sciences and went on to receive a Master of Arts in Education from George Fox University in 2009. She is a CERTIFIED FINANCIAL PLANNER™ practitioner whose passion is helping her clients build financial strategies that grow & change with their needs. She believes that every strategy should be personal while addressing risk, goals & investment expectations. She starts by helping clients articulate their goals and once she feels like she truly understands them, she helps them implement a plan that connects their life with their finances.
Rachel lives in Portland, Oregon with her husband Steve & children Declan & Ava. You will often find them out hiking, biking & soaking up Portland’s liquid sunshine.
Q & A
If you could have one super power, what would it be?
Cloning myself so I can do all of the things I want to do and be in all of the places I want to be.
What are you most proud of?
Graduating with my Master's of Education.
What’s on your bucket list?
Staying in a hut in the middle of the Ocean in Bali.
If you could live anywhere in the world, where would it be?
I would be a snowbird, Portland in the Summer and Arizona in the winter.