Rachel is passionate about wealth management and educating others about finance. She finds fulfillment in helping clients reach their goals and achieve financial independence. With over four years of experience in the financial services industry, Rachel joined EP Wealth Advisors in 2023, bringing with her a background that includes roles as a Financial Advisor at Valeo Financial Advisors and the start of her career at Charles Schwab. As part of the EP Wealth team, she’s eager to gain new insights and continue growing into the best advisor she can be—while staying true to her personal style. Rachel holds a bachelor’s degree in Data Analytics from Saint Louis University and is both a Certified Private Wealth Advisor and Chartered Financial Consultant. Outside the office, she enjoys skiing in the winter, camping in the summer, and spending time with her husband and their golden retriever, Moose. This year, she’s hoping to add dirt biking to her list of adventures.