Meet Rachel
Rachel focuses on creating an exceptional client experience, which makes her well-suited for her role as a Wealth Advisor with Carson Wealth. Passionate about entrepreneurship, she particularly enjoys working with small business owners. As a Certified Exit Planning Advisor® (CEPA®), she has contributed to the growth of the firm’s Succession Planning services, helping business owners align their personal, business, and financial goals to help ensure they are well-prepared for a smooth transition when the time comes.
Rachel serves on the board of the Exit Planning Institute, Denver Chapter, an organization that connects a network of professionals—including CPAs, business brokers, and attorneys—who collaborate to support business owners in planning for the future of their businesses. Through this role, she is committed to providing education and guidance to help business owners make informed decisions about their transitions.
She graduated from the University of Colorado with a bachelor’s degree in psychology before earning an MBA from California Lutheran University. Prior to entering the financial services industry, she spent a decade in the hospitality industry, where she developed a strong foundation in delivering exceptional client experiences.
Outside of work, Rachel enjoys spending time with her two sons and takes pleasure in hiking, snowboarding, wine tasting, and playing board games.
Non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC.
Qualifications
- BA from University of Colorado, Boulder
- MBA from California Lutheran University
- MBA
- CEPA
- Board Member, Exit Planning Institute, Denver Chapter