Rachel is a Colorado native currently pursuing her CFP® (Certified Financial Planner) designation. She holds Series 65 registration as an Investment Adviser Representative, is a licensed life, accident, and health insurance agent, and has additional training in data analytics.

She earned a degree in Investment and Corporate Finance from Colorado State University, along with a certificate in Supply Chain Management. Before joining LWP, Rachel worked at Charles Schwab and Lockheed Martin, managing multi-billion-dollar budgets across financial services, technology, and aerospace.

Rachel brings an analytical, empathetic style to her work and enjoys helping clients optimize their finances. Outside of work, she enjoys skiing, hiking, paddleboarding, playing tennis, swimming, and spending time with her rescue German Shepherd dog, Bear.