Rachel Kowalczyk, CFP®

Director & Senior Wealth Advisor
Chicago, Illinois|Minneapolis, Minnesota|Milwaukee, Wisconsin

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 in Urbana Champaign.

Personal Interests

Rachel supports St. Jude. 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

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