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    Rachel McKiernan

    Partner, Director of Client Relations at Johnson Financial Group

    Rachel Epstein McKiernan is a Partner and Director of Client Relations at Johnson Financial Group, LLC, based in Denver, Colorado. She holds the Certified Private Wealth Advisor (CPWA®) designation, showcasing her expertise in wealth management. In her role, she collaborates closely with clients and their families to develop tailored financial strategies that meet their unique needs.123

    Professional Background

    • Position: Partner, Director of Client Relations
    • Company: Johnson Financial Group, LLC
    • Location: Denver, Colorado
    • Experience: Over five years in financial advisory roles, focusing on client relationship management and personalized wealth strategies.45

    Education

    Rachel attended Columbia University, where she gained foundational knowledge that supports her current role in financial services.35

    Skills and Expertise

    • Wealth Management: Specializes in creating customized financial plans.
    • Client Relations: Strong focus on building and maintaining client relationships.

    Rachel’s professional approach emphasizes understanding each client's individual circumstances to provide effective financial solutions.

    Related Questions

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    Location

    Denver, Colorado, United States