Rachel Roberts

With over a decade of financial service and risk management experience, Rachel brings a strong focus on efficiency, service, and collaboration to her role as Operations Director for our Colorado and Texas regions. She excels at creating and maintaining streamlined systems that support our internal teams while enhancing the experience for advisors and their clients alike. Known for her proactive mindset and attention to detail, Rachel plays a key role in optimizing daily operations and driving process improvements.

Outside the office, Rachel is passionate about yoga, meditation, and breathwork as part of an active, mindful lifestyle. An avid home cook and baker, she enjoys hosting friends and family, and enjoys exploring the local food scene in the Phoenix and Scottsdale areas.

Rachel feels called towards philanthropic efforts that focus on underserved communities, children’s wellbeing, as well as the elimination of food deserts through urban gardening and farming.