As a client services associate, Rachele helps to insure that our clients have their account and other related needs met. This includes helping you understand statements, reading reports, opening an account and calendaring an appointment.
Rachele has over 10 years of experience in the financial services industry, including retirement plans, brokerage and advisory services.
She is originally from Miami, Florida and now resides in California. Rachele has four kids including 2 daughters away at UC Davis and UC Santa Cruz and a son that has graduated high school. When she is away from the office she enjoys spending time outdoors camping, hiking and traveling.