Rachel is the Operations Assistant. She joined the Carlson Wealth Advisors team in July 2022. She primarily handles all account-related paperwork and distribution requests. Rachel graduated from Brigham Young University (BYU) in 2019 with a BA degree in History. In 2022, she completed an MS degree in Academic Advising from Kansas State University. Before joining the team, Rachel worked at BYU’s International Study Programs office, coordinating trips with international students, and assisting students and faculty on study abroad programs.
Rachel enjoys spending her free time with her husband, Jack, who is a dental student at IU. They like to hike, ski, and travel together. At home, Rachel likes to read, embroider, and spend time with friends and family.