Broker Check
Rachel Roberts

Rachel Roberts

Director of Financial Services

Rachel joins us with extensive experience in the financial world where she most recently worked for a specialized practice, managing complex life insurance cases and fixed annuity business while simultaneously coordinating marketing efforts and events.

Always taking initiative and proactive in her duties, Rachel has always been eager to expand on her knowledge and skills. Her background in the industry as well as her ability to flawlessly interface with clients makes her an asset to the CFR team.

Rachel is an Arizona native who enjoys spending time with her son, traveling, and enjoying the cooler months outdoors. A self-proclaimed “soccer-mom” she spends most of her free time encouraging her son's love of sports. She is a passionate advocate for children and human rights issues, volunteering and helping local organizations such as The Boys & Girls Club, UMOM, and Southwest Human Development.