Rachel is responsible for new business installation, including the preparation of plan documents. She works closely with Jim, new clients, and financial advisors to ensure that all clients enjoy a seamless transition.
Prior to joining the firm, Rachel worked as an Account Manager for six years, with a particular focus on non-qualified plans. Rachel has also held various positions in trust operations and annuity administration.
Rachel is a graduate of the University of Arizona and resides in the San Fernando Valley with her husband.