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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

Investment Management vs. Wealth Management: Which Is Right for You?

If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting.

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Alzheimer's Disease: What I Wish I Knew About Caring for a Loved One

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize most of us anymore.

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Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences. 

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