Rachel graduated from The University of Texas at Austin with a degree in Finance and a minor in entrepreneurship in December of 2020. While working toward her degree, Rachel joined Financial Synergies the summer before she graduated as an intern. After the program was over, she was hired on as an Associate Financial Advisor working with Bryan Zschiesche to serve our Wealth Management clients. During her time at UT, she regularly earned university honors and even saw Matthew McConaughey once! 😁
Rachel was raised in Houston and is happy to be back. In her free time, you can find her trying the latest restaurant, catching some live music, or hitting the park with her dog, Lady. She looks forward to becoming an active member of her community and attends Grace Church.
Rachel recently attained the CERTIFIED FINANCIAL PLANNER™ designation, the gold standard in financial planning.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.