"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet
"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet
Lived in New Zealand for 7 years
Enjoys cooking and eating good food
Supporter of the arts
BA in Science, Technology, & Society; Emphasis in Bioethics; Minor in Philosophy from University of Puget Sound
Will video conference with clients to make it easier
Rae is passionate about helping people shape and reach their financial goals, making sure that each plan reflects what really matters to them. With a natural curiosity and a knack for connecting on a personal level, Rae prioritizes building strong, trusting relationships and takes the time to truly understand each client’s unique values and motivations. As a lifelong learner, Rae is always expanding her expertise, so clients can count on advice that’s not only strategic but also grounded in the latest insights and best practices.
Rae’s commitment to growth has been evident across her career as a Management Consultant at KPMG and as a public policy expert providing impactful insights and advice to senior executives. Rae’s dedication to expanding expertise means clients can count on a trusted partner who brings both a strategic and compassionate approach to wealth management, helping them build financial security and achieve their dreams.
Outside of the office, Rae enjoys seeing new places, relaxing with her favorite music or books, and sampling her husband’s delicious food. Rae values time with family and friends, reinforcing the importance of building strong, trusting relationships in her life.
Rae graduated from the University of Puget Sound with a bachelor’s degree in Science, Technology, and Society, with focuses in Philosophy and Bioethics. She is an Investment Advisor Representative with Trilogy Capital, Inc, in which she holds her Series 65. Additionally, Rae has her Colorado Health and Life insurance license.
Scroll through to see each of the Advisors
We believe that real Life Planning is progress, not perfection.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.
Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
