Eun H. (Rachel) Kim, Managing Member

Eun H. (Rachel) Kim, Managing Member

  Paul A. Meloan, Managing Member

Paul A. Meloan,
Managing Member

  Viveka M. Ryn, Managing Member

Viveka M. Ryn,
Managing Member

  Jean M. Hoff, Principal

Jean M. Hoff,
Principal

  Michael A. Treanor, Wealth Advisor

Michael A. Treanor,
Wealth Advisor

  Sandra C. Hou, Director of Tax

Sandra C. Hou,
Director of Tax

  Yvonne Spencer, Client Relations Associate

Yvonne Spencer,
Client Relations Associate

 

 

Eun H. (Rachel) Kim, Managing Member

Rachel serves individuals, multi-generational families, trusts, and private foundations. She specializes in providing sophisticated and holistic investment advisory, tax, retirement, estate, and other financial planning services.

Prior to forming Aegis in 2005, Rachel was a Manager in the Private Client Services practice of Ernst & Young. She worked with high net worth clients and executives on integrated wealth management, providing advice on a wide variety of financial planning and tax related issues. Rachel was with Ernst & Young for nine years including work in the firm’s audit practice.

Rachel is a Certified Public Accountant (CPA) licensed in Virginia and Maryland and a Certified Financial Planner™ professional.  Rachel has earned the Certified Investment Management Analyst® and the Certified Private Wealth Advisor® designations from the Investment & Wealth Institute™. She holds a B.S. in Commerce with a concentration in Accounting from the University of Virginia.

Rachel lives in Northern Virginia with her husband and two sons. She enjoys spending time with her family, watching her sons play youth sports, playing tennis and piano, and reading.