As an Executive Director of Client Advisory, Rachelle serves as a trusted advisor to ultra-high net worth entrepreneurs and executives, delivering the best solutions to meet clients’ and prospective clients’ unique financial and personal objectives.

Based in Salt Lake City, leading Crestone’s Utah presence, Rachelle provides clients with customized and integrated wealth management strategies, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.

Prior to joining Crestone, Rachelle was a Vice President with J.P. Morgan Private Bank in Salt Lake City, Utah where she was responsible for overseeing private client relationships across the state of Utah and advised on a wide range of wealth planning matters including asset allocation, investments, credit, fiduciary services, and philanthropy. Rachelle began her career at Goldman Sachs in its Private Wealth Management Division, spending her analyst and associate years in the Salt Lake City and Dallas offices and advancing to Vice President in Houston, where she had the opportunity to advise and serve some of the wealthiest families in Texas, as well as manage foundation and endowment portfolios in the Houston area.

Rachelle received her Bachelor of Science in Information Systems from Brigham Young University, where she was both a BYU Heritage and Houston Endowment scholar. Rachelle is dedicated to mentoring young women pursuing careers in business and financial services and regularly speaks publicly on topics ranging from financial literacy to work/life integration. Rachelle serves on the Board of Directors at World Trade Center Utah, various advisory boards at the BYU Marriott School of Business, the Board of Trustees at Hale Centre Theatre, and the industry board of Women Tech Council. In addition, she is an active member of the Park City Community Foundation Women’s Giving Fund and volunteers at Peace House, which offers supportive services to those who have been victimized by domestic violence or sexual assault.

When not working, Rachelle loves to explore the great outdoors of Utah and is working on improving her golf game and fly-fishing skills.

What do you enjoy most about wealth management?
I absolutely love the process of becoming a trusted advisor to the individuals and families I have the opportunity to serve. Every family is unique -- each relationship requires listening and brainstorming with the client, finding out what they want to accomplish, and then collaborating with my colleagues to accomplish their goals. The more we can impact our clients’ financial lives, the more they can impact our community.
What's the biggest challenge of working in wealth management?
We aren’t working with monopoly money. The assets we manage and oversee are the result of our clients’ blood, sweat, and tears. I am fully accountable to the work I do.
What is your favorite book or what’s the most influential book you’ve read?
Several great practical management books – How Will You Measure Your Life?; Multipliers; Radical Candor. Nevertheless, most impactful book I’ve ever read and that I contemplate regularly is East of Eden. To me there is not a better story that illustrates the battle of good vs. evil and how we as humans can choose to be good through the use of our free will.