Rachel Roan, CPA, MT

Rachel strives to make complicated tax matters easy to understand for the clients with which she works. It helps that she truly loves learning and sharing that knowledge with others, and that she believes her focus on technical expertise can help clients reach their long-term goals.

Rachel’s career passion is helping individuals, families, trusts, estates, private foundations and investment partnerships with their trust and estate planning issues and related wealth transfers. Specifically, her expertise includes working with clients and advisers on exercising stock options, maximizing 529 plans and trust distribution planning.

• Member of the firm’s Family Wealth Communication Committee
• Akron Tax and Estate Planning Council (Technology Chair)
• American Institute of CPAs
• Ohio Society of CPAs

Rachel spends the warmer months exploring the parks in Cuyahoga Falls with her dog, kayaking and attending festivals. When she's not outside she’ll likely be reading, refining her cooking skills, learning a new language or running on her treadmill. Rachel lives in Cuyahoga Falls, Ohio.