Rhea joined PlanWise in August 2026 as Director of Investment Services. Prior to joining PlanWise, she spent five years at Dimensional Fund Advisors, where she partnered with financial advisors across the country on portfolio construction, provided investment education and resources, and supported firms in delivering thoughtful, evidence-based investment solutions to their clients. She is passionate about making investing more approachable and helping clients feel informed and confident.
Rhea earned her Bachelor of Business Administration in Finance from The University of Texas at Austin. At PlanWise, she applies her experience with public markets and portfolio design to support the advisory team in helping clients better understand their investments.
Outside of work, Rhea enjoys trying new restaurants around Austin, taking walks around Town Lake, painting, Pilates, and spending time with family and friends.