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Rachel’s career in the financial services industry began in August 2011 when she worked as an intern for a wealth management firm while attending school. She graduated with a Bachelor of Business Administration in Finance from The University of Texas at San Antonio in December 2012. After graduating, Rachel transitioned into a full-time position at the same firm, working in investment client services until January 2019.
In February 2019, Rachel happily joined i•financial as the client services manager. She knew this was the right fit for her because of her passion to help and care for others. She enjoys speaking with clients and getting to know them. Rachel has her series 6 and insurance license.
Rachel was born and raised in San Antonio, Texas. Her favorite thing to do is spend time with her son, Benson, who was born March 8, 2022, and she loves being a mom. Rachel also enjoys spending quality time with her family and friends, planning gatherings and cooking.