Broker Check
Rachel Phillips, CPA

Rachel Phillips, CPA

Senior Accountant, Financial Planning Lead and Client Service Lead

Job Description
Rachel is a Senior Accountant, Financial Planning Lead and Client Services Lead.  She assists clients in all aspects of our engagements including tax planning, financial planning, interacting with Charles Schwab on behalf of clients, etc.
Rachel became a CPA in 2023 after completing her Bachelor's degree in Accounting from Brigham Young University - Idaho in 2020.  
Getting to Know Rachel
Rachel was born in Morgan Hill, California and lived there until attending University.  She now lives in Idaho Falls, Idaho with her husband and two children.
Rachel has worked with Montage Financial Advisors as a Senior Accountant and Financial Planning Lead and Client Services Lead since 2020.
When not working, Rachel can be found attending her children's sporting games, driving them to all their activities, camping, fishing, or serving in her church/community.
  • Favorite Time of Year: Fall - the leaves changing colors and going to straw/corn mazes
  • Favorite Food: Anything with dark chocolate
  • Favorite Sports Team: San Jose Sharks
  • Favorite Trip: Backpacking in Yosemite