Rachel has over 20 years of experience in the financial services industry. Her expertise has been focused on managing all administrative and operational needs of private clients.
She began her career at Deutsche Bank-Alex Brown in 1999. In 2002, Rachel moved to UBS Financial Services Inc. with Doug John where she was an Authorized Officer for over 16 years. Rachel received her bachelor’s in Business Administration with a concentration in Finance from the University of Texas at Arlington. She holds the Series 63, Series 65 and Texas General Lines Insurance licenses.
She lives in Keller with her husband Jerry and children Blake and Zach.