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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


Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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