Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial has welcomed Rachel Eisenhart CFP, ChFC, AAMS to its community of independent financial professionals, in partnership with Alexandria, Virginia-based HF3 Wealth Partners (HF3), which joined the Kestra network in 2022.
Based out of Old Town Alexandria, the firm is led by founder and managing partner David Tovey and serves a wide range of individuals and families with various backgrounds in simplifying complex financial situations and developing comprehensive plans for clients nearing retirement. And Tovey and Operations & Relationship Manager Lisa Galloway joined Kestra PWS two years ago to gain independence and the ability to chart their own course for the firm and how they work with clients.
Eisenhart brings to the firm about a decade of experience as a financial advisor on top of a 10-year career supporting the Department of Defense. And she joins HF3 as Managing Partner and will also be based in Alexandria. With $87 million in client assets, Eisenhart brings HF3’s total assets under management to just over $200 million.
KEY QUOTES:
“I’m thrilled for the opportunity to join a former colleague in an independent setting. David and I are completely aligned in terms of building out a client experience that’s focused on hospitality in a business that can sometimes feel cold or numbers driven.”
“Moving to the independent world was a major decision but the support of Kestra PWS has helped smooth the transition. I’m impressed with the level of responsiveness and care their team took with me during onboarding and look forward to deepening our relationship in the years to come.”
– Rachel Eisenhart, who worked previously with Tovey at Edward Jones
“We’re beyond excited to welcome Rachel to the team. The opportunity to bring aboard a partner with her background exponentially increases the experience we’re able to provide our clients – which, with the backing of Kestra PWS, already matches the level of support that a big corporate company can offer.”
– David Tovey
“Helping our existing firms grow is one of our unique differentiators here at Kestra PWS. In the early days, just getting out and going independent was the goal for most advisors. These days it’s increasingly about growth, which is why our management team devotes considerable time and resources to assisting firms in attracting and/or adding other like-minded advisors. There’s no better way to help our firms strengthen their value – to clients and as an enterprise – than by helping them expand the size of their team, grow their footprint, or add complimentary skillsets and capabilities.”
– Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS
