Rachel comes with experience in operations and client relations as she honed her skills at a previous wealth management firm in collaboration with the tax department. Rachel enjoys the dynamic, team-oriented environment at FYRA Capital Management and the firm’s holistic approach it provides to all clients.
In her role, Rachel is dedicated to enhancing client experiences through scheduling meetings with advisors, assisting with paperwork, creating comprehensive financial binders, and coordinating communication between appropriate staff and clients. Her attention to detail and organizational skills assists with operations and efficient office workflows.
Outside of work, Rachel enjoys hiking and exploring the great outdoors, reflecting her love for nature and adventure. She also has an artistic flair, expressed through her passion for making homemade candles and attending live concerts. Rachel’s vibrant personality makes her an invaluable asset to the FYRA team.