Rachel is passionate about using tax strategy to help individuals and families build financial security and confidence as they plan for retirement. A people person at heart, Rachel enjoys building lasting client relationships. With hands-on experience preparing individual and business tax returns, she brings technical knowledge to her work and provides administrative support to financial planners.
Rachel graduated from Utah State University with a Bachelor’s Degree in Accounting and is actively pursuing both her CPA (Certified Public Accountant) and CFP® (Certified Financial Planner) designations to deepen her expertise in comprehensive financial planning.
As a Salt Lake City native, Rachel loves good food, mountain biking, boating, and trying new art projects.