Rachel Kowalczyk, CFP®

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

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.

Accolades

In 2022, Rachael was named to Forbes’ Top Women Wealth Advisors Best-in-State list, ranking #18 in Illinois.

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

The Forbes Top Women Wealth Advisors Best-In-State ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews and quantitative data. Those advisors who are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser.

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