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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

Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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