Putting
people first.
Get to know our leadership team
Leadership at the Walnut Creek office is dedicated to doing good for our clients, employees and community.
As a Managing Director at Northwestern Mutual, Rachel seeks to empower her team to lead well and our community to make vital financial decisions. Her leadership path began at Northwestern Mutual in 2008. First, as the Director of Network Office Supervision, to six years later appointed the COO, the first-ever...
As a Managing Director at Northwestern Mutual, Rachel seeks to empower her team to lead well and our community to make vital financial decisions. Her leadership path began at Northwestern Mutual in 2008. First, as the Director of Network Office Supervision, to six years later appointed the COO, the first-ever female Chief in the 150 years of the San Francisco Office. Rachel was responsible for determining strategic plans that support our annual organizational goals. She was also the head of our Diversity & Inclusion Council; her goal was to help build a firm comprised of Advisors that mirror the community we serve with diversity and gender equality as a top priority. In 2022, She was appointed Managing Director of our Walnut Creek Office. She has sought to better this incredible organization throughout her tenure at Northwestern Mutual. Her focus has centered on building a culture of inclusion and community involvement.
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficient strategies and helping to achieve wealth preservation to help people build a strong financial foundation for their lives.
I specialize in working with driven, successful professionals looking for financial education,and a long-term relationship. My team and I focus on helping people build a strong financial foundation for their lives.
