Rachel ClawsonClient Service Associate
Direct: (503) 303-7148
Office: (503) 636-1443 Ext. 2
Inspiring clients’ confidence in their financial well-being
Rachel comes from a diverse background, beginning with her education in Viticulture and Enology at Oregon State University and being a member and/or coach of multiple athletic teams. Her natural coaching style allows her to engage with clients in a calm and perceptive manner. She is a native Oregonian but has lived in multiple states and abroad over the course of her collegiate experience and her husband’s United States Air Force assignments. They are delighted to have moved back to the Pacific Northwest permanently where they can enjoy the outdoors with their dog, Desi.
Over the past few years, Rachel has gained financial planning and client service experience through various roles and is continuing to grow as she works toward becoming a Certified Financial Planner™ Professional. Her priority is ensuring clients feel comfortable in every step of the financial planning process and that they can confidently reach their goals. She strives to be a knowledgeable and reliable resource and will always welcome you with a friendly smile.
Bachelor of Science in Viticulture and Enology, minor in Business and Entrepreneurship, Oregon State University