Drawing from more than 15 years of industry experience, Rachael oversees all areas of operation that directly support the financial advisors at Summit. In addition to being a member of the planning department and compliance team, she manages both the Advisor Resource Center and our Client Service team. Her department provides the assistance and resources Summit advisors require to best help their clients achieve their financial goals.

She is invested in education and carries the Series 7, 66, and 24 securities registrations, along with holding the CERTIFIED FINANCIAL PLANNER ™ certification, the ChFC® designation, and the California Life and Health License #0G26920.

Born and raised in Pleasanton, Rachael attended San Diego State University where she earned her bachelor’s degree in Financial Services. She is an avid Sharks fan, and when not in the office, Rachael is off exploring the world. She has been to 21 countries and counting, and one of her next goals is to return to Europe to run a half marathon.