Rachel Evans
Senior Associate, Tax & Planning Services
Rachel is a Certified Public Accountant who joined our team in October of 2022 as an associate for our co-located public accounting firm, Carter & Beard, PC, assisting clients with tax preparation, accounting, and payroll. She is also a Certified Financial PlannerTM professional serving clients with all of their wealth management needs.
She began her professional career in Fort Worth with the international firm of KPMG, where she served as a Federal Tax Associate. Upon returning home to Abilene in 2017, she worked as a Senior Tax Associate at a local accounting firm before coming to William Madison Advisors.
Rachel serves locally on various charitable boards. She and her husband, Brad, have two children, Cooper and Erin.
EDUCATION
- Bachelor of Business Administration in Accounting, Abilene Christian University
- Master of Accountancy, Abilene Christian University
LICENSES & CREDENTIAL
- Certified Public Accountant, State of Texas
- Certified Financial Planner™ professional, CFP Board of Standards