With nearly 30 years of experience in the financial industry, Rachel plays an integral role in our firm’s operations. Not only does she oversee our trading, investment, planning, and insurance departments, but she manages our team’s internal workflow and processes, ensuring each staff member is equipped to serve our clients with excellence. Some of her duties include facilitating team training, organizing company events, maintaining our practice’s compliance standards, coordinating communication between our team and clients, and overseeing our staff’s professional development.
Overall, her goal is to embolden the team so each person at Altura has the resources they need to serve our clients with efficiency, competency, and excellence. With an innate drive to help others reach their potential, an eye for details, and a passion for serving, she is a vital resource for both our team and clients.
In her free time, Rachel enjoys spending time with people she loves, whether she’s making dinner with her family, tubing down a river with her friends, or hanging out on the beach. A Yorktown native, she loves being able to enjoy the water year-round and spend her summers crabbing off a pier or fishing near her childhood home. She loves just about anything outdoors, from bike riding to reading, which she has found is a great way to motivate oneself personally and professionally.