Sr. Wealth Advisor
Jeannie’s goal is helping clients achieve financial independence through providing comprehensive wealth management. She is a St Louis area native and Cardinal’s fan. She graduated from St Louis University with a Bachelor of Science degree in Chemistry, utilizing research skills in industry before launching a second career in 2010 in finance as co-founder and Portfolio Manager of Convergent Wealth. The firm merged with Mercer Advisors in 2022. She holds the FINRA Series 65 License and is a Notary Public who partners with clients in helping them gain financial confidence. She specializes in creating strategies for business owners, planning through career changes & strategies for highly compensated individuals. Jeannie has served as POA for family members and understands the planning challenges facing the ‘sandwich generation’. She is active in Firm Foundation’s inner-city tutoring, and serves on the board of directors of ReThink 3:15 as finance chair.