Rachel is a Client Relations Specialist at SageView Advisory Group, supporting the team in San Diego, California. As the primary day-to-day contact for clients and plan sponsors, she provides support with plan administrative responsibilities. In addition to managing relationships, she generates plan analysis reports and prepares materials for educational meetings and campaigns. Rachel is passionate about providing excellent client service to plan sponsors to ensure a successful retirement program.
Rachel is a native San Diegan, and during her free time, she enjoys attending concerts and watching movies with her husband Alex. She also enjoys playing tabletop and video games, crocheting, and as a self-proclaimed nerd – loves attending conventions like Comic-Con and Wondercon.
She has a passion for giving back and volunteers with a variety of organizations, including TEDx (a local affiliate of TED Talks), the Special Olympics, the Ally Coalition, A Reason to Survive (ARTS), HeadCount, and Reverb.org. Rachel also volunteers as a youth educator with Junior Achievement of San Diego (JA), and previously served also Co-Chair of their Young Executive Society.