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 investment firm, working in client services until January 2019.
In February 2019 Rachel happily joined i•financial as a client service 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 holds the FINRA Series 6 securities license.
Rachel was born and raised in San Antonio, Texas. She loves to spend time with her boyfriend, Nic, and their dogs; they enjoy going out on adventures, being outdoors, and dirt biking. Rachel also enjoys spending quality time with her family and friends, cooking, traveling, and practicing yoga.