Our Team

Rachael Kepke

CFP®, ChFC®

Manager of Financial Planning and Professional Services

Tapping into more than a decade of industry experience, Rachael Kepke manages the Advisor Resource Center at Summit Financial Group, LLC. In addition to being a member of the planning department and compliance team, she oversees the trading and investment division of the company. Her department provides all the necessary support and tools Summit advisors require in order to help their clients achieve their financial goals.

 

She is invested in education and carries the Series 7, 66, and 24 securities registrations, along with holding the CERTIFIED FINANCIAL PLANNER ™ certification, the ChFC® designation, and the California Life and Health License #0G26920.

 

Born and raised in Pleasanton, Rachael Kepke attended San Diego State University where she earned her bachelor’s degree in Financial Services. She is an avid Sharks fan, and when not in the office, Rachael is off exploring the world. She has been to 16 countries and counting, and one of her next goals is to return to Europe to run a half marathon.

 

Rachael is an investment Advisor Representative and Registered Representative with Securian Financial Services, Inc. Member FINRA/SIPC. TR #3203128 DOFU 8/2020

Check the background of this investment professional on FINRA BrokerCheck

 

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