Client Service Advisor

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Rachel serves as a valued team member at Clarion Advisors, where she brings a grounded, client centered approach to supporting individuals and families in their financial journeys. With a strong foundation in organization, communication and client care, she ensures that each interaction reflects Clarion’s commitment to clarity, trust and long-term planning.

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Her role involves helping clients navigate the onboarding process, coordinating with the advisor and making sure no detail is overlooked. She is passionate about creating an experience that feels empowering and accessible. Her background as a doula deepens her capacity to offer care, presence and empathy in every client interaction. 

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Outside of her role at Clarion, Rachel is a deeply committed to community well-being and personal growth. As a mother of four and grandmother of three, Rachel nurtures a life rooted in connection, nature and holistic wellness. She enjoys hiking, traveling and cultivating a mindful and embodied way of being.