Rachel Hartnett's Professional Profile

As a senior manager in our Tax Services group, Rachel works with individuals and business owners on a wide range of federal and state tax issues. She specializes in helping families build and protect wealth, and serves as a key member of the firm’s Family Wealth and Estate Planning group.

Firm Info

  • Joined in 2007
  • Promoted to senior in 2011
  • Promoted to supervisor in 2013
  • Promoted to manager in 2015
  • Promoted to senior manager in 2017

Specialties

  • Tax Planning and Consulting
  • Wealth Management
  • Family Business
  • Estate Gift & Trust Services
  • Federal & State Tax Planning & Compliance

Education & Certification

  • B.S., Accounting, Saint Louis University, St. Louis, MO
  • Certified Public Accountant, State of Missouri

Professional Organizations

  • Missouri Society of Certified Public Accountants (MOCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Society of Financial Service Professionals

Community Leadership

  • Rankin Technical College Planned Giving Board
    • Board Member

Leadership Activities

  • Anders Young Professionals Group
    • Member
  • Anders Women's Initiative
    • Member