Rachel is often the first warm voice clients hear — and the steady presence who ensures their experience feels smooth, personal, and supported. With more than a decade of experience in financial services, she brings both precision and heart to her role as Client Service Manager.
Rachel oversees day‑to‑day client requests, coordinates account operations, and supports advisors throughout the planning process. Her ability to anticipate needs, solve problems proactively, and build trust has made her an essential part of the i•financial client experience.
She is known for her kindness, attention to detail, and the belief that excellent service isn’t just about efficiency — it’s about making people feel cared for. Rachel continues to grow professionally as she expands her knowledge of financial planning, investment operations, and client relationship management.
Rachel was born and raised in San Antonio, Texas. Her favorite thing to do is spend time with her son, Benson. Rachel also enjoys spending quality time with her family and friends, planning gatherings and cooking.
The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax planning services provided by Jacob Nuno through i*file Tax Planning and Preparation Services are separate and unrelated to Commonwealth.
FORM CRS: CLIENT RELATIONSHIP SUMMARY
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