Rachael carries a bunch of our intellectual capital on her shoulders to the office every morning. As a member of our planning team, Rachael is critical to the analysis we perform when building financial plans for clients. She has invested in education and carries the Series 7, 66, and 24 securities registrations and along with holding the CERTIFIED FINANCIAL PLANNER ™ certification, and the California Life and Health License #0G26920.
Born and raised in Pleasanton, Rachael attended San Diego State University, where she earned her bachelor’s degree in Financial Services. She is an avid Sharks fan, and when not in the office, Rachael is off exploring the world. She has been to 15 countries and counting, and one of her next goals is to return to Europe to run a half marathon.
Rachael is an Investment Advisor Representative and Registered Representative with Securian Financial Services, Inc. TR#2130545 DOFU 05/2018.
2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.