Rachel Heckel
Operations Associate @Summation Wealth Group
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WORK HISTORY
Operations Associate @Summation Wealth Group
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
ABOUT RACHEL HECKEL
I am a problem solver (who loves to binge read books)! I always thought my dream…
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