ÂÜÀòÂÒÂ×

Rachel Roberts is an experienced finance and client services professional with a strong background in client management and financial services. Currently serving as a Senior Client Services Representative at Mission Wealth since September 2021, Rachel previously held positions as a Client Management Consultant at CAPTRUST, and as Director of Financial Services at CFR Capital Group. Additionally, Rachel has extensive experience as an Insurance & Annuity Specialist at Silverhawk Private Wealth and started their career in customer service with Liberty Mutual Insurance as a Licensed Property & Casualty Customer Service representative.