CDFA®, CFP®, Series 7 & 63 Security Registrations*, Series 65 Advisory Registration†
Over the course of her working life, Rachel has successfully combined her professional skills with an ongoing passion for helping others. For 11 years, Rachel worked in sales in the pharmaceutical device industry, before (with encouragement from her own financial professional) making the move into the wealth management arena.
Rachel is now a valued member of Wealth Enhancement Group where she works alongside financial advisors to help analyze their clients’ financial situation and chart a rewarding course forward. Outside of work, Rachel is active in her church, participating as a Eucharistic Minister and previously as the Pre K3 religious education teacher. She has also become a member of the Houston Livestock Show and Rodeo and volunteer with Girls on the Run. Rachel enjoys running and she is currently pursuing the Big Six World Marathon Majors. She has run numerous half marathons and completed the local IronMan Triathlon in 2019.
- MBA, University of St. Thomas, Houston
- Certified Divorce Financial Analyst™
- CERTIFIED FINANCIAL PLANNER™ Professional
Rachel serves clients at our West Houston, TX office.
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* Securities registrations are held with LPL Financial, Member FINRA/SIPC.
† Series 65 advisory registrations are held with Wealth Enhancement Advisory Services.