Rachel is a Director in Pathstone’s Bellevue office. She serves as the Team Lead for Senior Advisors and Advisors in the Bellevue office. She also serves as both the main point of contact and support to multiple high net worth clients and their families, working through a range of financial planning and investment related topics. She partners with clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement and estate planning issues. Rachel joined the firm after 19 + years with Cornerstone Advisors, Inc. where she was responsible for crafting customized financial plans designa