Nurturing your
personal vision of
A WELL-EARNED RETIREMENT

Rachael Trevino
Registered Client Services Manager

No practice can fulfill its responsibilities for serving its clients well without someone managing the details. We actively recruited Rachael when we realized she was just the right person for this position.

Rachael coordinates all aspects of the client experience and makes sure the rest of us are on our toes. For our new clients, she serves as the Director of First Impressions, a role she fills extremely well. Rachael holds a Series 7 securities license as a registered representative and assists our team in placing client orders and creating financial and goal-based plans, making her an invaluable resource in our office.

We’re proud to have Rachael serving our clients and representing our firm. She joined our team in 2013 and graduated from Ole Miss in 2011 with a Bachelor of Science degree. Prior to working with Aventura Family Office, Rachael worked with a major construction management firm.

Professionalism is a key to perfectionism.
Yogesh Chauhan