Rachael joined Security First Advisors in 2012 as a Client Service Specialist, supporting the partners in the firm by providing client service, account processing, quality control, and working on special projects. Rachael’s passion involves helping others and providing “Raving Fan” service to all clients. She is a detail-oriented, conscientious worker with great communication skills and follow-through. This led to her career advancement as she obtained her Registered Paraplanner (SM) designation. She has since continued to achieve her career goals and is a welcome addition as a financial advisor for our firm.
Rachael is excited about helping clients reach their financial goals and dreams, and she does this through preparation, planning, and financial strategies. She enjoys building strong, trusting relationships with clients and offering support during any life transitions they may face.
Before joining SFA, Rachael graduated with honors in three short years from Washington State University with a double major in Law and Accounting, and a minor in Economics. She also has 12 years of experience using her educational background in Accounting and Finance. Rachael spent several years devoted to philanthropic efforts in international education throughout Africa and received an Honorary Ph.D. in Humanities and Communication from Kayiwa International University, Africa.
In her spare time, Rachael loves spending time with her family, especially making memories with her four sons, who are all involved in various sports, including baseball, wrestling, soccer, and track. She also enjoys watching her boys’ sporting events, reading, baking, and traveling.