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Rachel Rogers

Portfolio Analyst

Rachel Rogers

Portfolio Analyst


A St. Louis native, Rachel graduated from University of Oklahoma in 2014 with her Bachelor's in Engineering Physics and minors in Math and International Area Studies. She spent the next two years working in Uganda as the data manager for a rural water hand-pump company. Naturally good with numbers (hence the math minor), she brings great mathematical acumen and strategic thinking to her role.

In her free time, Rachel enjoys listening to live music, drinking on patios and playing in her Skeeball league. She's also an active member of the Young Professionals of Easterseals Midwest.

  • University of Oklahoma, Bachelor's in Engineering Physics and minors in Math and International Area Studies, 2014


Are Your Retirement Plan Fees "Prudent and Reasonable"?

In 2006, Jerry Schlichter, a St. Louis plaintiff lawyer, began suing 401(k) fiduciaries.  His contention was that retirement plan fiduciaries were not properly overseeing their plans – particularly the duty to make sure fees were “prudent and reasonable.” 

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What You Need to Know about Estate Planning

Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s financial plan. And by anyone, yes, that includes you!

Regardless of how you feel about the amount of assets you have or whether or not you think estate plans are only for really rich people, the fact is you need one to protect you, your family, and your stuff.

Estate planning is a process designed to help you manage and preserve your assets during your lifetime. Estate plans also conserve and control the distribution of your assets after your death in a way that aligns with your goals and objectives.

Here’s how to tackle this topic and what you need to do to get your own plan in order.

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Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board.

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