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Rachel Kuss CFP® AIF® CRPS®

Rachel Kuss CFP® AIF® CRPS® 

Vice President - Investments

Rachel Kuss CFP® AIF® CRPS®  is Vice-President of Kennebec Wealth Management in Durango Colorado.  Rachel has 18 years of industry experience in wealth management services and has earned her series 7, 9 and 10 (held through LPL Financial) and 66 (held through Western Wealth Management) licenses as well as the Colorado Life/ Health/ Variable insurance licenses.  Rachel is proud to carry on the legacy of the fiduciary standard in investment services founded by Paul Gervais and Kennebec Wealth Management.

Rachel works with individuals, families, and businesses to help them pursue their financial goals.  As a Chartered Retirement Plan Specialist™ and Accredited Investment Fiduciary® Rachel is particularly well qualified to educate you on the design, installation, and ongoing fiduciary responsibilities and maintenance of all types of retirement plans.

Kennebec Wealth Management is named for Kennebec pass in the San Juans, where the locals enjoy the beautiful and challenging bike trails.  In this spirit of these beautiful vistas and physical aspirations, Rachel enjoys bringing together all aspects of a clients’ finances in a coordinated effort to pursue specific financial goals.  Providing all clients with an exceptional client service experience is Rachel’s main area of focus.  Kennebec Wealth Management can help with multi-generational family estate, retirement, education and wealth accumulation planning. 

Living in Durango and serving the community and the surrounding areas is a dream come true for Rachel, who grew up in Texas only getting to visit the beautiful state of Colorado.  Rachel’s daughter Victoria is a lacrosse player and pianist, while her son Bodhi looks to be a promising skier.  Her husband Tim is a ski coach and rock climber and they all enjoy being outdoors as a family. 

 

KENNEBEC WEALTH MANAGEMENT
3710 Main Avenue | Suite 101 | Durango, CO 81301
Office: 970.403.1716 | Direct: 970.403.1716 | Fax: 303.393.2365
Email: rachel.kuss@lpl.com