Rachel Hartnett

As a certified public accountant licensed in Kansas and Missouri, Rachel has more than 18 years of experience in tax accounting, trust and estate taxation, tax planning and compliance and SMB tax consulting. She specializes in consulting for high-net-worth clients, their families, and businesses to help them manage often complex financial situations, including trust, private foundation, estate, gift, and tax planning. 

 

Rachel helps families bridge the gap between their present realities and long-term goals, focusing on generational planning rather than just wealth management. She ensures family legacies are executed as intended, offering support during pivotal transitions and unexpected changes. Her work is deeply emotional, requiring a balance of emotional insight and strategic foresight. She helps clients navigate decisions with confidence, remaining a steady presence in both joyful and difficult times. With an ability to pivot quickly in response to life’s unexpected changes, she ensures that every generation—born or yet to come—receives the thoughtful planning they deserve.

 

Rachel also serves as the Assistant Department Head in Tax and oversees the intern program for the department. She has a passion for helping others grow and develop, serving as a mentor to many up-and-coming accounting professionals.