Rachel Carlson

Rachel launched her career in wealth management in 2007 and has since served as a private wealth associate, private wealth analyst, and financial advisor. During her first decade in the industry, she worked primarily with ultra-high-net-worth executives and entrepreneurs, advising on concentrated stock positions, derivatives, and executive compensation. This experience gave her a strong foundation in sophisticated portfolio management and alternative investments, including hedge funds and private equity. At Wealth Enhancement, Rachel advises a diverse range of clients on complex financial matters and long-term planning. She is known for her thoughtful, analytical approach and her ability to make intricate financial concepts clear and accessible.

Rachel lives in Highlands Ranch, Colorado, with her three children and Labrador retriever. Outside of work, she enjoys traveling, exploring new restaurants, cheering on Colorado sports teams, and making the most of the great outdoors with her family. She is also active in the community through her volunteer work with the Junior League of Denver.