Rachel Heckel

Lead Advisor Support Associate

Role: Operations Associate at Summation Wealth Group
Location: Denver, CO, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Rachel Heckel

I am a problem solver (who loves to binge read books)! I always thought my dream…

Experience

Operations Associate
Summation Wealth Group
Nov 2024 — Present
Our firm is built on relationships, and we take the time to truly understand our clients\' ambition, inspiration, and motivation to achieve their dreams. We know actualizing your unique goals requires much more than investment advice, which is why we work to establish a strategic wealth management plan that incorporates every area of your life.

Education

University of Hartford
Bachelor of Science - BS, Elementary Education and Teaching
University of Hartford
Master of Science - MS, Elementary Education and Teaching
Hunter College
Master of Science - MS, Special Education and Teaching

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Rachel Heckel

Experience

Operations Associate

Education

University of Hartford

University of Hartford

Hunter College

Find verified contacts for anyone on LinkedIn