Client Services Specialist
Hers is the smile that you can “hear” on the phone. Hers is also the face that greets you with a ray of sunshine when you walk into our office. Rachel loves people and can brighten anyone’s day. She brings her Master’s Degree in Human Relations from Northern Arizona University to foster a positive workplace culture in the firm and complement her already exceptional people skills.
Likewise armed with a Bachelor’s Degree in Business Marketing at NAU and a semestral stint at The American College of Greece, Rachel applies her understanding of customer behavior, insight and analysis to build and deepen relationships with clients. Curious, highly energetic and enthusiastic, she easily floats between client circles, given her vast exposure in the customer service industry. When she’s not talking your ear off (even in Mandarin, if you wish), she sees you with an honesty that only comes through a talented photographer’s lens, applying her eye for detail to capture beauty in reality.
Aside from serving the needs of our clients and honing her skills in financial planning, Rachel also finds joy in analyzing people’s traits through their Life-Path number and is also an aspiring homeopathic healer. There’s just no telling what her talent, cheerfulness and positive energy will conquer next!