Work with us.
Financial Planners
Operations

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

What’s Your Cause?  How to Tie Board Decisions to Your Mission

­­Because one of my favorite things is pizza, I often joke that it gives me “purpose.” What better motivator is there during a long week than a family dinner at Farotto’s?

Read More
Own a Business in Illinois?  You May Be Forced to Start a Retirement Plan

Small businesses are facing big changes in Illinois. In 2015, the Illinois State Legislature’s Secure Choice Act began a series of steps that ultimately led to the creation of a “State Sponsored Retirement Plan.”  Now, small businesses may be forced to become participants in a retirement plan managed by the state of Illinois. 

Read More
Jessica Kerckhoff's Kids Yoga United
Written by Jessica Kerckhoff, InspireHer Guest Author

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. 

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.