Peltoma Capital Partners

Rachael is a Partner and Director of Financial Planning at Peltoma Capital Partners. She splits time between Austin, TX and Park City, UT with her husband, daughter, and Australian Shepherd. With over a decade of financial experience, Rachael is passionate about leveraging financial planning to help people reclaim life’s most valuable asset—time—and using it to construct lives of meaning, happiness, and fulfillment. Before finding her niche at Peltoma in 2023, Rachael honed her investment expertise as a Regional Director at Dimensional Fund Advisors, a leading global investment manager renowned for applying empirical research to real-world investment portfolios. In that role, she oversaw billions of dollars in assets and consulted to many of the nation’s top performing financial advisory firms on asset allocation and evidence-based investing principles. As a result of that experience, she sought to build the type of advisory firm that she would like to be a client of. An avid traveler, Rachael is passionate about empowering others to experience the world more deeply. Having ventured through 38 countries (and counting), she champions the myriad benefits of sabbaticals, remote work experiences, and long term travel opportunities. Rachael graduated magna cum laude from The University of Texas at Austin, earning her Bachelor's degree in Finance. As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, she is committed to serving clients as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice.