As the welcoming face of our Scottsdale office, Rachel ensures every client feels at ease from the moment they walk through the door. With a keen eye for detail and a proactive approach, she provides vital support to our Arizona advisory teams, especially during the busy tax season. Rachel’s background in hospitality management, combined with her administrative experience in both a law firm and retirement planning firm, makes her an invaluable asset to our team. Organized and team-oriented, she keeps our operations running smoothly and our clients well-supported.

When not in the office, Rachel enjoys spending quality time with her family and keeping up with her energetic toddler.