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. Her passion is helping 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, young son, Declan, and young at heart dog, Spike. If she isn’t curled up with a good book, you will find her with her family hiking, biking and 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.