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Rachel Vertrees

Rachel Vertrees

Client Relationship Manager

Meet Rachel Vertrees, a Client Relationship Manager with over 8 years of customer service experience. Before coming to Maverick Wealth Advisors, Rachel worked in the tourism industry where she gained extensive knowledge in customer service, operational talents, and technical business skills. In 2022, Rachel graduated from the University of Colorado – Colorado Springs with a Bachelor of Science degree in Business Management with an emphasis in Marketing.

With 6+ years of professional experience, Rachel has honed her skills in client relations, ensuring that each individual receives personalized attention and tailored solutions for their financial goals. As MWA embraces innovation and enters new horizons within the industry, Rachel stands as a valuable asset, ready to guide clients through the evolving landscape of financial opportunities. Her fresh perspective, coupled with a solid foundation in marketing, positions her uniquely to leverage cutting-edge strategies that align with both client goals and industry advancements. Rachel’s dedication to professionalism, paired with a genuine passion for helping clients achieve financial success, makes her an invaluable asset to both the firm and its clientele.

Outside of work, Rachel enjoys spending time with her boyfriend TJ, her dog Kenai, and her family. Among many hobbies such as traveling, sports, outdoor activities, and gaming, she is dedicated to continuous learning. In the future, Rachel hopes to translate this love for learning to the financial industry and build a long-term career.