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Rachel Zeller — Managing Director · Kitces · Evanston, Illinois, United States.
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About
Rachel Zeller is the Managing Director and Integrator of Kitces.com, where she turns bold vision into sustainable execution. In an organization born from the entrepreneurial vision of Michael Kitces, Rachel has grown with the company from its earliest days, becoming a grounding force in transforming ideas into systems and systems into scale. She creates the operational clarity, accountability, and structure high-achieving teams need to grow with purpose.
With a Master’s Degree in Counseling Psychology and a more recent Master’s in Management and Organizational Leadership, Rachel brings a rare combination of human insight and operational discipline to leadership. She understands that organizations grow not through strategy alone, but through people who know where they are going, trust how they are getting there, and have what they need to move the mission forward.
At Kitces.com, a leading education and research platform for financial planning professionals, Rachel has built her leadership around creating the conditions that allow growth to last. As the company has continued to earn recognition as one of the fastest-growing private companies in its category, Rachel has remained focused on the work beneath the momentum: shaping clear priorities, aligning teams, strengthening trust, and protecting a culture where excellence is expected but humanity is never treated as optional.
For EOS leaders, Rachel offers the perspective of someone who lives the Integrator seat every day, translating complexity into clarity and ambition into durable progress. Her work is a reminder that the strongest organizations are not merely built. They are tended, strengthened, and led with both courage and care.
Experience
Managing DirectorCurrent
Kitces.com
Dec 2019 – Present
Creating and implementing systems to run a quickly growing business that will both scale and be flexible enough to adjust as the needs of the company change over time.
Operations Manager
Michael Kitces
Sep 2017 – Dec 2019
Maintained the daily operations of the business as the only employee on staff. This included prepping articles in Wordpress, maintaining all continuing education programs, liaising with platform developers, managing the bookkeeping, and acting as general company IT.
Education
Skills
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