Rachel Epstein McKiernan, CPWA®
Partner, Senior Advisor
Rachel Epstein McKiernan is a Partner and Senior Advisor for Johnson Financial Group. In her role at JFG, Rachel partners with clients and their families to coordinate investment management, estate, and insurance planning.
Prior to joining JFG Wealth Management in 2017, Rachel spent 8 years at J.P. Morgan where she was a relationship manager in the Private Bank responsible for advising high net worth families on a range of issues including investment management, lending, and estate planning. Rachel previously had been a project manager on the Private Bank’s Global Finance Strategy Team.
Rachel received a Bachelor of Arts in Economics from The University of Michigan and a Master of Business Administration from Columbia Business School. Rachel earned the Certified Private Wealth Advisor (CPWA®) designation and holds the Series 65 securities registration and the 21/64 Certified Advisor designation.
Rachel enjoys spending time with her husband Corey and their three boys, bike riding, golf, and skiing. Rachel serves on the Board of National Jewish Health’s 5280 Air Society and is on the Leadership Committee at her children’s school.