Office Manager
Rachel is the office manager at Soteris Private Wealth.
She started her career in the financial services industry in 2025 when she joined the Erickson Group at Merrill Lynch in Walnut Creek.
Rachel earned a BS in Elementary Education from Brigham Young University, graduating magna cum laude. Between teaching and volunteering, she has spent nearly three decades in schools. She is passionate about everything her children are involved in and volunteering. She enjoys travel (especially back to her roots in Utah), hiking, good stories, baking, and football.
Rachel and her husband, Josh, raised their daughter and three sons in Moraga, CA.
