Rachel Kowalczyk, CFP®

Director & Senior Wealth Advisor

Designations and Licenses

Rachel is a CERTIFIED FINANCIAL PLANNING™ professional. 

Experience and Education

Rachel takes time to understand each client’s priorities as she develops personalized wealth plans and implements appropriate investment strategies to help clients achieve their long-term objectives.

Prior to joining the firm, Rachel worked for five years at a wealth advisory firm in Chicago, where she specialized in investment, retirement, tax, estate and insurance planning for high-net-worth individuals and business owners. She also served on the firm’s financial planning committee.

Rachel has a bachelor’s degree in consumer economics and finance with a concentration in financial planning from the University of Illinois Urbana-Champaign.


Rachel was named to Forbes’ Top Women Wealth Advisors Best-In-State list for Illinois, ranking #36 in 2024, #16 in 2023 and #18 in 2022. In addition, she made Forbes’ 2022 Top Next-Gen Advisors Best-In-State list, coming in at #9 in Illinois. She ranked #151 in 2024 on Forbes’ Best-In-State Wealth Advisors list in the state of Illinois.

Personal Interests

Rachel supports St. Jude Children’s Research Hospital. She’s an avid fan of the Chicago Blackhawks and a retired soccer player. She enjoys traveling, hiking and spending time with family, especially her three nephews.

Rachel’s Offices

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 through 2024 were published in February based on prior years data as of September 30.

Top Next-Gen Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for Top Next-Gen Advisors Best-In-State 2022 were published in August 2022 based on prior years data as of March 31.

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30th data, including 1- and 5-year periods.

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.

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