Rachel joined SullivanKreiss Financial in 2008. Today, she is director of operations. Her primary responsibility is to you, our clients. From the moment you become a client, she is instrumental in providing you with a singular experience that is both personally and financially rewarding.

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Rachel enjoys investing time in getting to know and understand every client. Her hands-on approach and proactive view can be felt across the entire operation. Whether it’s helping execute the unique financial plan of an individual client, implementing a quick solution to address a lifestyle change, celebrating the college graduation of a client’s child, or being available on a moment’s notice to field questions, Rachel is there.

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In addition to her time at SullivanKreiss, Rachel has over 18 years of industry experience, including at Smith Barney, where she launched her career. She holds a Bachelor of Science degree in finance from Worcester State College.

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Rachel also brings a very handy asset to the firm. She is a certified Massachusetts notary public, which proves to be invaluable for efficient document processing.

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Rachel is an equally adept juggling, multitasking, high-energy individual outside of the office. She’s a passionate non-competitive bodybuilder, wife, mother of two, and general lover of all things active.