Rachel is a Senior Associate in the Fort Worth office and is responsible for the day-to-day operations of that location. In her role, she serves as the primary contact for clients requesting asset funding and distributions, providing diligent communication in her role as the intermediary between clients and advisors for cashiering requests. Additionally, she assists in administering the firm’s compliance standards.
Prior to joining Cerity Partners, Rachel worked for Karsten Advisors where she pursued her passion for tax and accounting and fell in love with the investment aspect of the industry. At Karsten, Rachel sought opportunities to advance her career while assisting the tax and accounting team. She began her career as a Staff Accountant at a CPA firm in Oklahoma for five years before moving back home to Texas where she took a position as the Accounting Manager for a local mortgage company.
Rachel earned her Bachelor’s degree in Business Administration from Tarleton State University.
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