Denver Tech Center, Colorado Office
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Rachel is passionate about wealth management and helping to educate people about finance. She enjoys helping clients meet their goals and achieve their own financial independence. As part of the EP Wealth team, she’s excited by the opportunity to gain new insights into how to be the best possible advisor, and to implement them in her own style.
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Rachel had more than three years of experience in the financial services industry when she joined EP Wealth Advisors in 2023. Rachel previously served as a Financial Advisor at Valeo Financial Advisors and began her career at Charles Schwab.
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Rachel earned her bachelor’s degree in Data Analytics from Saint Louis University. She is a Chartered Financial Consultant and holds FINRA Series 66, Series 7, and SIE credentials.
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Outside the office, Rachel enjoys spending time with her fiancé and their golden retriever “Moose.” You can often find her skiing on winter weekends and camping in the summer. This year she’s hoping to get her first dirt bike. An enthusiastic traveler, Rachel also is working to visit 30 countries by the time she’s 30—only six more to go!
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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