Jeannie has been partnering with individuals and families to help them achieve financial independence for more than 15 years. She has a degree in chemistry from Saint Louis University and used her analytical skills in industry before becoming co-founder, advisor, and financial planner for Convergent Wealth Management which was acquired by Mercer Advisors in 2022. Jeannie continues to be gratified in helping clients navigate life changes, business ownership, and legacy planning, while amplifying and simplifying their financial lives. She holds the FINRA series 65 license and is a notary public. Jeannie is married with a son and a daughter who are each married. She is active in Firm Foundation’s inner-city tutoring and serves as finance chair on the board of directors of a local not-for-profit.
Chesterfield
16150 Main Circle Drive Suite 115 Chesterfield, Missouri 63017