Rachel Kuhnert

How do I help our clients live a richer life?
Each day is a new opportunity to help clients align with their financial goals and life requirements to live a richer life. By thoughtfully and uniquely crafting investment plans, I am able to aid clients to achieve their financial goals. It is my goal to act with urgency and be there for all of our clients. I am driven to grow in my profession by being presented with complex scenarios and enjoy taking different approaches to meet clients’ respective needs. I like to be challenged and think out of the box to align clients with their financial goals. Our beyond the balance sheet approach aids individuals in finding financial peace of mind. I am extremely grateful for the opportunity to develop genuine personal relationships and have a positive impact in our clients’ lives.

How do I align my time and money with my values and passions to live a richer life?
My most valued time is spent with my family, and I am fortunate to have them all living within miles of me. We have been frequenting the same five local restaurants since I was young, giving me a deep sense of pride in my community. I thrive in my community as it allows me to pursue my passions of playing sports, socializing, and enjoying time outside.