My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

  • Bachelor of Arts, History, Secondary Education, Midwestern State University, Wichita Falls, Texas

Awards & recognition

  • Calander Wealth, Ameriprise Client Experience Award, 2024

Previous experience

  • Educator, Frisco ISD, Frisco, Texas, 2010 - 2023

Interests

Rachel values building strong relationships and staying connected to the people and communities around her. She enjoys reading, lifelong learning, history, and keeping up with current events. As a dedicated wife and proud mother of two boys, much of her free time is spent supporting their activities and cheering them on from the sidelines as a sports mom. Rachel treasures family time, meaningful conversations, and creating lasting connections with friends, family, and clients alike.