Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Rachel joined Ameriprise Financial in 2007 as a financial advisor, where she quickly developed a strong foundation in client-focused financial planning. She later transitioned into a planning-centric role, further sharpening her expertise. Rachel lives in Austin with her husband, Josh, and their two children, Violet and Ethan.
Kim possesses over 20 years’ experience as a Licensed Paraplanner with a broad knowledge base in budgeting, insurance, wealth accumulation, investments, estate and retirement planning. She is detail oriented with strong math and analytical skills. She loves spending time with her two amazing teenage daughters and watching them both play soccer at Anderson High School. GO TROJANS!!
Associate of Applied Science Patisserie & Baking - Eta Sigma Delta Honors Society, Le Cordon Blue College of Culinary Arts, Austin, TX, 2017
Chartered Retirement Planning Counselor®, 2006
Series 7, Series 66, Licensed Insurance Representative-Texas Life, Accident and Health, 2005
Bachelor of Business Administration in Finance-Magna Cum Laude, Texas State University, San Marcos, TX, 2004
Financial Planning Program-Texas State University, San Marcos, TX, 2004
Associate in Art Degree - San Antonio Community College, San Antonio, TX, 1998
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