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Rachel Kurpe

Wealth Management Associate - U.S. Bancorp Investments

headshot of Rachel Kurpe

It is my pleasure to serve the financial needs of people in and around central Ohio. My experience in the financial industry started in 2007 and I became a Wealth Management Associate in 2018.

I want to make managing your finances as easy as possible for you. As your financial associate, I will work with your U.S. Bancorp Investment Wealth Management Advisor and your Wealth Management Banker from our affiliate U.S. Bank in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Services I specialize in

Our wealth professionals can help assist you with your account and planning questions, provide ongoing updates and offer access to our latest wealth technology.

Just 1% of funds make it through our rigorous review process, helping ensure that in a crowded investment marketplace, only what we believe are the best options get considered for your portfolio.

We help with a wide range of tasks involved in the oversite and management of our clients’ portfolios.

Primary office
7832 Olentangy River Road
Columbus, OH, 43235
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About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments, and insurance support.

Meet our team

headshot of Ed Skornicka

Ed Skornicka

Wealth Management Banker, U.S. Bank

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Women, money and influence

It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.

Cash management and investing strategies when interest rates are up

A fresh look at managing cash and investments in today’s higher interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.

Disclosures