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Rachel Ann Lee

Rachel Ann Lee

Director of Client Engagement

Rachel’s 20 years of marketing experience enhances the relationships we build with our clients. She has established partnerships with a wide-range of clients, developed successful marketing plans, managed budgets, and negotiated media across the country for Sesame Street Live. After taking a few years off to start a family and construct a new set of financial goals for herself, she made a smooth transition into finance that came naturally. She received a Bachelor of Science degree in Business, Speech-Communication, and Music from the University of Minnesota. Rachel earned the Registered Paraplanner(RP) designation through the College for Financial Planning (CFFP). She is now focusing her efforts on the Series 7 General Securities exam.

Rachel lives in Edina with her husband Tony and two boys. She is passionate about the arts and economics.