Email Rachel here
Director of Operations,
Financial Paraplanner Qualified Professional™
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.
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.
In addition to her time at SullivanKreiss, Rachel has over 17 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.
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.
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.