Rachel Phan

Relationship Manager &
Client Service Manager



Kolbe Score


Top 5 StrengthsFinders

  • Achiever

  • Discipline

  • Communication

  • Focus

  • Responsiblity


Money Mind


What three words best describe you?

  • Organized

  • Positive

  • Determined


What I like best about my role at Lenox

As a Relationship Manager and CSM, I spend a lot of time working with my team as well as our clients. I love getting to interact with people on a daily basis and being able to help them achieve their goals.

Best advice I was ever given

Don't settle for good when you know you can achieve great.

What does “Fund a Life You Love” mean to you?

To me "Fund a Life You Love" means giving our clients the opportunity to live the lifestyle they want and to have the security to know they will be able to continue that lifestyle for many years to come.


Clients often tell us that we show them how to think about issues more thoroughly and help them ask the right questions. It’s a joy to see the peace of mind they experience when they have a plan in place that matches their financial goals and life dreams.




Rachel grew up in Oklahoma, working at an accounting firm for 5 years before moving to Ohio.

She attended East Central University in Ada, OK where she earned her undergraduate degree in Mass Communications and Public Relations with a minor in Business Marketing and a Masters in Business Management. 

After marrying in May of 2017, she and her husband, Thong, relocated to Cincinnati. She enjoys traveling and spending time with her husband and 2 dogs, Posey and Button.