As an Investment Advisor and primary analyst of Convergent Wealth Management, Jeannie has more than 30 years of business and technical experience. She is rewarded in partnering with clients as a fiduciary with competence and compassion, serving individuals, small business, and group retirement plans. As a graduate of St Louis University, she emphasizes that the foundation of a well-laid financial plan is in the strength of its components and in partnering with clients to build a robust and elastic plan to give them peace of mind for their future. With her daughter a recent college graduate, and son beginning college, she knows first-hand the value of a well-laid educational plan. She volunteers with youth ministry, inner-city tutoring, and as a Board member/event speaker of ReThink 3:15. She enjoys tennis, hiking with her Vizsla, and exploring areas of historic interest with her husband.