Rachel Roberts - Email & Phone Number

Client Services Representative at Mission Wealth

Rachel Roberts is based out of Salt Lake City Metropolitan Area and works at Mission Wealth as Client Services Representative.

Rachel Roberts's Contact Information

Rachel Roberts's Work email

r*****@missio***.com

Valid

Latest update

October 12, 2025

Location

Salt Lake City Metropolitan Area

Rachel's current employer

Mission Wealth

Description

We are proud of our reputation of helping hundreds of families achieve their financial dreams by managing their wealth as reliably as if ...

Website

missionwealth.com

HQ Location

Santa Barbara, California, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Mission Wealth

Frequent questions about Rachel Roberts

What company is Rachel Roberts working for?

Rachel Roberts works for Mission Wealth.

What is Rachel Roberts's function at Mission Wealth?

Rachel Roberts is Client Services Representative at Mission Wealth.

Where is Rachel Roberts based?

Rachel Roberts is based out of Salt Lake City Metropolitan Area.

What is Rachel Roberts's work email address?

Rachel Roberts's professional email address is r*****@missio***.com

Who are Rachel Roberts's co-workers?

Rachel Roberts's colleagues are Dannell Stuart, Matthew Adams, Brad Stark, Seth Streeter, Marcie Lund, Sara Clark, Jeff Avila, Brandon Baiamonte, Andrew Kulha, Brian Sottak, Jessica Neves, Helena Gould, Joey Khoury, Emil Nazaretyan, Helena Angwin-Leathers, Michelle Winkles, Kara Ott, Kieran Osborne, Claudia Arnold-Sawaf, Kristi Kearney, Jose Monreal, Jared Sweeney, Julianna Rote, Bryan Behamta, Brooke Bees, Mark Herman, Jorie Pitt, Tricia Fahnoe, Aimee Gibbings, Abby Chajon, Crystal Collins, Meaghan McDonald, Gregory Smith, Luke Morris.

Rachel's co-workers

Dannell Stuart

President

Matthew Adams

CEO & Managing Partner

Brad Stark

Founder and Chief Compliance Officer

Seth Streeter

Founder & Chief Impact Officer

Marcie Lund

Senior Marketing Coordinator

Sara Clark

Director of Client Relationships

Jeff Avila

Partner and Managing Director

Brandon Baiamonte

Director of Tax Strategy

Andrew Kulha

Director of Estate Strategy

Brian Sottak

Partner & Managing Director

Jessica Neves

Director of Human Resources

Helena Gould

Senior Marketing Manager

Helena Angwin-Leathers

Digital Marketing Manager

Michelle Winkles

Partner and Chief Marketing Officer

Kara Ott

Senior Client Advisor Associate

Kieran Osborne

Chief Investment Officer

Claudia Arnold-Sawaf

Client Advisor, Accredited Investment Fiduciary AIF®

Kristi Kearney

Client Advisor

Jose Monreal

Senior Wealth Advisor

Jared Sweeney

Senior Wealth Advisor

Julianna Rote

Client Advisor

Bryan Behamta

Digital Marketing Specialist

Brooke Bees

Senior Wealth Advisor

Mark Herman

Senior Wealth Advisor

Jorie Pitt

Client Advisor

Tricia Fahnoe

Partner and Client Advisor

Marketing Content Manager

Meaghan McDonald

Sr. Client Advisor Associate

Gregory Smith

Compliance Specialist/Advanced Advice Support

Luke Morris

Client Advisor Associate

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