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Katie Rummel

Client Service Representative

Katie Rummel

Client Service Representative

Biography

Katie has the education to back up her gift for building relationships. She draws on this skill set every day, establishing rapport with clients and determining the best solutions for their individual needs.

Katie joined Plancorp in 2002 after graduating from the University of Dayton. She earned her Master’s from Lindenwood University while working full time. Now, she devotes her free time to her family and pursuing her passions of cooking and traveling. Her favorite destination is Ireland, and for good reason—it’s where she and her husband were engaged.

Community Involvement
  • Head of the Plancorp Philanthropy Committee
Education
  • University of Dayton, BA Psychology Lindenwood University
  • Master’s in Professional Counseling

Insights

How Much Money to Put in Your Emergency Fund

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside.

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The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

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Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

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